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 01-0233346 | Recordkeeping | $8,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,914 | $28,109-75.4% | $71,086-90.3% | $56,287-87.7% |
| Participation rate | 53.8% | 40.4%+13.4pp | 54.7%-0.9pp | 69.9%-16.1pp |
| Annual return | -8.18% | -615.05%+606.9pp | 650.59%-658.8pp | -9.96%+1.8pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $523 | $1,116-53.1% | $1,874-72.1% | $3,350-84.4% |
| Admin fee / account holder | $62 | $585-89.4% | $3,082-98.0% | $521-88.1% |