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 | $54,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,704 | $62,686-73.4% | $178,505-90.6% | $77,762-78.5% |
| Participation rate | 34.0% | 66.9%-32.8pp | 77.1%-43.1pp | 70.6%-36.5pp |
| Annual return | 13.29% | 16.16%-2.9pp | 27.16%-13.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $559 | $1,914-70.8% | $3,955-85.9% | $2,728-79.5% |
| Participant deferral / active EE | $1,137 | $4,224-73.1% | $6,280-81.9% | $4,651-75.6% |
| Admin fee / account holder | $160 | $386-58.5% | $10,428-98.5% | $433-63.0% |