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 13 · EIN 42-0127290 | Contract Administrator | $61,842 |
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 | $49,350 | $47,180+4.6% | $149,723-67.0% | $74,473-33.7% |
| Participation rate | 50.5% | 63.4%-12.9pp | 78.8%-28.2pp | 70.7%-20.2pp |
| Annual return | 16.89% | 22.75%-5.9pp | 134.50%-117.6pp | 34.36%-17.5pp |
| Employer contribution / active EE | $1,044 | $1,907-45.3% | $4,821-78.4% | $2,638-60.4% |
| Participant deferral / active EE | $3,690 | $2,730+35.1% | $5,682-35.1% | $4,530-18.6% |
| Admin fee / account holder | $100 | $343-70.8% | $13,215-99.2% | $347-71.1% |