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 |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $2,290 |
Filed as: FIDELITY INVESTMENT INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $222 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,574 | $58,311-61.3% | $81,882-72.4% | $80,959-72.1% |
| Participation rate | 64.5% | 63.5%+1.0pp | 72.4%-7.9pp | 67.7%-3.2pp |
| Annual return | 7.74% | 41.85%-34.1pp | 779.47%-771.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $19 | $4,752-99.6% | $7,360-99.7% | $6,925-99.7% |