Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-4006400 | Recordkeeping | $5,222 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,913 | $61,391-79.0% | $149,723-91.4% | $71,529-81.9% |
| Participation rate | 72.0% | 62.5%+9.4pp | 78.8%-6.8pp | 67.9%+4.0pp |
| Annual return | 6.31% | 35.88%-29.6pp | 134.50%-128.2pp | 28.97%-22.7pp |
| Employer contribution / active EE | $378 | $2,384-84.1% | $4,821-92.2% | $2,590-85.4% |
| Participant deferral / active EE | $1,087 | $2,921-62.8% | $5,682-80.9% | $4,291-74.7% |
| Admin fee / account holder | $30 | $1,264-97.6% | $13,215-99.8% | $1,588-98.1% |