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 |
|---|---|---|
DIMENSIONAL FUND ADVISORS8 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,555 | $55,472-21.5% | $155,567-72.0% | $74,546-41.6% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.6pp | 67.2%-12.7pp |
| Annual return | 11.54% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $886 | $2,269-60.9% | $4,674-81.0% | $2,624-66.2% |
| Participant deferral / active EE | $1,669 | $2,838-41.2% | $5,628-70.3% | $4,347-61.6% |
| Admin fee / account holder | $144 | $1,743-91.7% | $15,916-99.1% | $1,944-92.6% |