Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,145 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,644 | $64,176-74.1% | $112,249-85.2% | $66,938-75.1% |
| Participation rate | 42.0% | 68.4%-26.5pp | 75.1%-33.1pp | 69.8%-27.9pp |
| Annual return | -18.16% | -13.80%-4.4pp | 27.48%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $799 | $3,007-73.4% | $3,636-78.0% | $2,545-68.6% |
| Participant deferral / active EE | $1,635 | $3,694-55.7% | $4,729-65.4% | $4,238-61.4% |
| Admin fee / account holder | $352 | $626-43.8% | $6,412-94.5% | $594-40.8% |