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 |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,422 | $42,810-85.0% | $169,452-96.2% | $55,725-88.5% |
| Participation rate | 51.7% | 64.7%-13.1pp | 77.8%-26.1pp | 70.9%-19.2pp |
| Annual return | -11.92% | -3.61%-8.3pp | 1.83%-13.8pp | 244.93%-256.8pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,677 | $3,141-14.8% | $5,277-49.3% | $3,356-20.2% |
| Admin fee / account holder | $21 | $106-80.1% | $9,110-99.8% | $115-81.6% |