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 99 · EIN 04-2675571 | Other Fees | $12,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,715 | $56,918-2.1% | $182,558-69.5% | $65,186-14.5% |
| Participation rate | 51.4% | 66.5%-15.1pp | 78.0%-26.6pp | 70.2%-18.8pp |
| Annual return | 20.85% | 27.67%-6.8pp | 148.59%-127.7pp | 29.39%-8.5pp |
| Employer contribution / active EE | $1,792 | $1,615+11.0% | $4,076-56.0% | $2,177-17.7% |
| Participant deferral / active EE | $3,468 | $3,526-1.6% | $5,526-37.2% | $3,514-1.3% |
| Admin fee / account holder | $259 | $531-51.3% | $8,594-97.0% | $847-69.5% |