Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,209 | $65,125-70.5% | $143,797-86.6% | $66,949-71.3% |
| Participation rate | 39.2% | 65.2%-26.0pp | 80.3%-41.1pp | 69.8%-30.6pp |
| Annual return | -19.13% | -11.13%-8.0pp | -0.04%-19.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $462 | $2,362-80.5% | $4,952-90.7% | $2,545-81.9% |
| Participant deferral / active EE | $3,706 | $2,920+26.9% | $5,638-34.3% | $4,239-12.6% |
| Admin fee / account holder | $176 | $503-65.0% | $14,679-98.8% | $594-70.4% |