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 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $3,956 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,639 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,974 | $86,294-85.0% | $111,303-88.3% | $85,856-84.9% |
| Participation rate | 22.6% | 73.3%-50.8pp | 77.3%-54.7pp | 69.3%-46.7pp |
| Annual return | 11.39% | 19.99%-8.6pp | 54.66%-43.3pp | 318.58%-307.2pp |
| Employer contribution / active EE | $524 | $2,043-74.4% | $2,731-80.8% | $2,565-79.6% |
| Participant deferral / active EE | $367 | $3,641-89.9% | $4,487-91.8% | $3,952-90.7% |
| Admin fee / account holder | $115 | $8,189-98.6% | $7,966-98.6% | $6,261-98.2% |