Filed January 16, 2024
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 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $64,862 | $80,763-19.7% | $102,412-36.7% | $74,459-12.9% |
| Participation rate | 38.1% | 65.7%-27.5pp | 74.5%-36.4pp | 67.2%-29.1pp |
| Annual return | 19.99% | 27.57%-7.6pp | 24.94%-4.9pp | 1369.70%-1349.7pp |
| Employer contribution / active EE | $1,540 | $3,160-51.3% | $3,870-60.2% | $2,626-41.3% |
| Participant deferral / active EE | $3,253 | $3,862-15.8% | $5,060-35.7% | $4,350-25.2% |
| Admin fee / account holder | $41 | $2,371-98.3% | $8,388-99.5% | $1,945-97.9% |