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 | $3,062 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,821 | $79,209-81.3% | $102,434-85.5% | $74,459-80.1% |
| Participation rate | 68.8% | 74.8%-6.0pp | 76.5%-7.7pp | 67.2%+1.6pp |
| Annual return | 14.87% | 54.98%-40.1pp | 29.46%-14.6pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $950 | $2,362-59.8% | $3,023-68.6% | $2,626-63.8% |
| Participant deferral / active EE | $1,480 | $4,417-66.5% | $5,055-70.7% | $4,350-66.0% |
| Admin fee / account holder | $203 | $2,002-89.9% | $9,462-97.9% | $1,945-89.6% |