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 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,258 | $100,272-56.9% | $170,043-74.6% | $74,460-41.9% |
| Participation rate | 66.4% | 87.4%-20.9pp | 87.0%-20.6pp | 70.7%-4.3pp |
| Annual return | 16.99% | 66.12%-49.1pp | 53.40%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,514 | $4,266-41.1% | $6,790-63.0% | $2,638-4.7% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $10 | $235-95.9% | $12,824-99.9% | $348-97.2% |