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 35-0145825 | Recordkeeping | $7,413 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,981 | $46,599-76.4% | $64,101-82.9% | $75,173-85.4% |
| Participation rate | 54.3% | 65.9%-11.6pp | 72.3%-18.0pp | 67.2%-12.9pp |
| Annual return | 6.28% | 26.06%-19.8pp | 33.72%-27.4pp | 160.72%-154.4pp |
| Employer contribution / active EE | $736 | $1,975-62.7% | $2,749-73.2% | $2,671-72.4% |
| Participant deferral / active EE | $1,109 | $2,837-60.9% | $3,881-71.4% | $4,126-73.1% |
| Admin fee / account holder | $33 | $2,956-98.9% | $3,070-98.9% | $5,651-99.4% |