Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $54,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,762 | $50,820-11.9% | $155,567-71.2% | $77,671-42.4% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.5pp | 70.6%-4.9pp |
| Annual return | 12.97% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.2pp |
| Employer contribution / active EE | $1,329 | $1,993-33.3% | $4,674-71.6% | $2,726-51.2% |
| Participant deferral / active EE | $1,483 | $2,823-47.5% | $5,628-73.7% | $4,648-68.1% |
| Admin fee / account holder | $162 | $436-62.8% | $15,916-99.0% | $430-62.3% |