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 | $1,952 |
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 | $11,175 | $34,634-67.7% | $77,096-85.5% | $64,819-82.8% |
| Participation rate | 25.4% | 49.8%-24.4pp | 67.9%-42.5pp | 71.5%-46.0pp |
| Annual return | -16.18% | -5.31%-10.9pp | 42.35%-58.5pp | 32.84%-49.0pp |
| Employer contribution / active EE | $302 | $1,385-78.2% | $2,814-89.3% | $2,507-88.0% |
| Participant deferral / active EE | $1,624 | $2,553-36.4% | $4,429-63.3% | $4,311-62.3% |
| Admin fee / account holder | $20 | $178-88.7% | $5,428-99.6% | $188-89.3% |