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 01-0233346 | Recordkeeping | $16 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,394 | $57,921-90.7% | $84,753-93.6% | $57,658-90.6% |
| Participation rate | 28.7% | 72.9%-44.2pp | 76.6%-47.9pp | 70.2%-41.5pp |
| Annual return | 0.00% | 10.24%-10.2pp | 22.78%-22.8pp | 5.13%-5.1pp |
| Employer contribution / active EE | $597 | $2,598-77.0% | $3,574-83.3% | $1,974-69.7% |
| Participant deferral / active EE | $1,056 | $2,742-61.5% | $3,712-71.6% | $3,061-65.5% |
| Admin fee / account holder | $63 | $130-51.2% | $5,333-98.8% | $95-33.1% |