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 49 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $6,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,293 | $46,332+15.0% | $143,799-62.9% | $64,819-17.8% |
| Participation rate | 47.5% | 64.2%-16.7pp | 80.3%-32.8pp | 71.5%-23.9pp |
| Annual return | -18.05% | -10.05%-8.0pp | -0.04%-18.0pp | 32.84%-50.9pp |
| Employer contribution / active EE | $1,357 | $1,911-29.0% | $4,952-72.6% | $2,507-45.9% |
| Participant deferral / active EE | $2,675 | $2,647+1.0% | $5,638-52.6% | $4,311-38.0% |
| Admin fee / account holder | $23 | $154-84.9% | $14,677-99.8% | $188-87.7% |