Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,441 | $37,440+48.1% | $77,081-28.1% | $66,930-17.2% |
| Participation rate | 34.0% | 52.9%-18.9pp | 67.9%-33.9pp | 69.8%-35.8pp |
| Annual return | -16.57% | -3.26%-13.3pp | 42.33%-58.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $803 | $1,534-47.7% | $2,813-71.5% | $2,545-68.5% |
| Participant deferral / active EE | $3,328 | $2,620+27.0% | $4,428-24.8% | $4,238-21.5% |
| Admin fee / account holder | $364 | $568-35.8% | $5,427-93.3% | $593-38.6% |