Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 71-0294708 | Discretionary Trustee | $2,898 |
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.
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 | $6,860 | $55,446-87.6% | $155,574-95.6% | $74,429-90.8% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 9.90% | 269.20%-259.3pp | 64.87%-55.0pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $455 | $2,266-79.9% | $4,676-90.3% | $2,625-82.7% |
| Participant deferral / active EE | $1,106 | $2,836-61.0% | $5,629-80.4% | $4,348-74.6% |
| Admin fee / account holder | $17 | $1,743-99.0% | $15,914-99.9% | $1,944-99.1% |