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 35-0145825 | Recordkeeping | $5,577 |
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 | $9,706 | $46,332-79.1% | $143,799-93.3% | $64,819-85.0% |
| Participation rate | 57.2% | 64.2%-7.0pp | 80.3%-23.1pp | 71.5%-14.3pp |
| Annual return | -16.50% | -10.05%-6.4pp | -0.04%-16.5pp | 32.84%-49.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,014 | $2,647-61.7% | $5,638-82.0% | $4,311-76.5% |
| Admin fee / account holder | $10 | $154-93.2% | $14,677-99.9% | $188-94.5% |