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 | $1,050 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,715 | $130,294-74.9% | $170,057-80.8% | $71,529-54.3% |
| Participation rate | 94.9% | 86.2%+8.8pp | 87.0%+7.9pp | 67.9%+27.0pp |
| Annual return | 19.14% | 20.36%-1.2pp | 53.42%-34.3pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,014 | $4,385-76.9% | $6,790-85.1% | $2,590-60.9% |
| Participant deferral / active EE | $4,065 | $6,928-41.3% | $10,411-61.0% | $4,291-5.3% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |