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 64 · EIN 71-0294708 | Recordkeeping Fees | $25,112 |
ACCEL WEALTH MANAGEMENT2 years Service code 99 · EIN 83-0742869 | Other Fees | $12,009 |
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 | $29,061 | $55,446-47.6% | $155,574-81.3% | $74,429-61.0% |
| Participation rate | 68.0% | 61.9%+6.1pp | 78.2%-10.2pp | 67.2%+0.8pp |
| Annual return | 13.59% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $590 | $2,266-74.0% | $4,676-87.4% | $2,625-77.5% |
| Participant deferral / active EE | $1,670 | $2,836-41.1% | $5,629-70.3% | $4,348-61.6% |
| Admin fee / account holder | $177 | $1,743-89.9% | $15,914-98.9% | $1,944-90.9% |