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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC1+ years Service code 10 · EIN 72-1396621 | Accounting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,293 | $54,320-86.6% | $67,652-89.2% | $52,331-86.1% |
| Participation rate | 92.7% | 73.6%+19.1pp | 75.7%+17.0pp | 68.1%+24.6pp |
| Annual return | 0.70% | 6.81%-6.1pp | 6625.40%-6624.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $527-99.9% | $4,821-100.0% | $592-99.9% |