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-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
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.)
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,031 | $82,674-79.4% | $125,363-86.4% | $68,495-75.1% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -21.93% | -5.97%-16.0pp | 572.15%-594.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,217 | $3,382-64.0% | $4,815-74.7% | $2,596-53.1% |
| Participant deferral / active EE | $5,868 | $6,111-4.0% | $7,447-21.2% | $4,028+45.7% |
| Admin fee / account holder | $374 | $6,276-94.0% | $10,005-96.3% | $5,403-93.1% |