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 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Annual investment return 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.
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 | $11,175 | $60,788-81.6% | $85,709-87.0% | $79,391-85.9% |
| Participation rate | 85.0% | 62.1%+22.9pp | 69.9%+15.1pp | 70.7%+14.3pp |
| Annual return | 3.03% | 16.57%-13.5pp | 21.49%-18.5pp | 116.88%-113.8pp |
| Employer contribution / active EE | $1,310 | $1,664-21.3% | $2,619-50.0% | $2,428-46.0% |
| Participant deferral / active EE | $1,798 | $2,920-38.4% | $3,924-54.2% | $4,046-55.6% |
| Admin fee / account holder | $0 | $439-99.9% | $6,876-100.0% | $627-99.9% |