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 01-0233346 | Recordkeeping | $244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,564 | $49,451+0.2% | $79,580-37.7% | $66,938-26.0% |
| Participation rate | 41.4% | 61.3%-19.9pp | 69.5%-28.0pp | 69.8%-28.4pp |
| Annual return | -14.78% | 84.25%-99.0pp | 0.15%-14.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $602 | $1,266-52.5% | $2,413-75.1% | $2,545-76.4% |
| Participant deferral / active EE | $3,540 | $3,159+12.1% | $3,985-11.2% | $4,238-16.5% |
| Admin fee / account holder | $417 | $595-29.8% | $6,835-93.9% | $594-29.7% |