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 |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,847 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $16,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $213,921 | $97,648+119.1% | $121,663+75.8% | $87,485+144.5% |
| Participation rate | 47.2% | 70.5%-23.3pp | 74.5%-27.3pp | 68.9%-21.7pp |
| Annual return | 6.98% | 18.03%-11.0pp | 147.54%-140.6pp | 26.06%-19.1pp |
| Employer contribution / active EE | $18,671 | $2,300+711.6% | $3,020+518.2% | $2,596+619.2% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $85 | $11,100-99.2% | $14,289-99.4% | $7,775-98.9% |