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 21 · EIN 66-0561870 | Bank Trustee | $40 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,646 | $42,909-70.5% | $60,906-79.2% | $68,486-81.5% |
| Participation rate | 87.7% | 66.8%+20.9pp | 73.1%+14.6pp | 67.9%+19.8pp |
| Annual return | -0.83% | -13.99%+13.2pp | 16.94%-17.8pp | -7.85%+7.0pp |
| Employer contribution / active EE | $274 | $1,979-86.1% | $2,703-89.9% | $2,597-89.4% |
| Participant deferral / active EE | $1,097 | $2,866-61.7% | $3,814-71.2% | $4,028-72.8% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |