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 | $1,886 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,769 | $101,672-70.7% | $147,117-79.8% | $74,478-60.0% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 50.22% | 8757.83%-8707.6pp | 420.54%-370.3pp | 1370.56%-1320.3pp |
| Employer contribution / active EE | $1,743 | $3,813-54.3% | $4,932-64.7% | $2,626-33.6% |
| Participant deferral / active EE | $4,430 | $7,305-39.4% | $8,065-45.1% | $4,350+1.8% |
| Admin fee / account holder | $85 | $1,753-95.1% | $12,993-99.3% | $1,946-95.6% |