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 |
|---|---|---|
INTRUST BANK, N.A.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $18,125 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,397 | $38,925-81.0% | $73,836-90.0% | $55,191-86.6% |
| Participation rate | 78.1% | 66.0%+12.1pp | 73.4%+4.7pp | 69.2%+8.9pp |
| Annual return | -15.33% | 6.31%-21.6pp | 2268.06%-2283.4pp | 10.78%-26.1pp |
| Employer contribution / active EE | $432 | $1,695-74.5% | $2,787-84.5% | $1,899-77.2% |
| Participant deferral / active EE | $1,093 | $2,351-53.5% | $3,583-69.5% | $3,046-64.1% |
| Admin fee / account holder | $16 | $83-81.2% | $4,882-99.7% | $91-82.9% |