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 | $94,436+126.5% | $115,599+85.1% | $82,637+158.9% |
| Participation rate | 47.2% | 70.4%-23.2pp | 74.3%-27.1pp | 68.1%-20.8pp |
| Annual return | 6.98% | 18.37%-11.4pp | 111.10%-104.1pp | 53.51%-46.5pp |
| Employer contribution / active EE | $18,671 | $2,324+703.5% | $2,955+531.7% | $2,552+631.6% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $85 | $10,328-99.2% | $12,841-99.3% | $7,339-98.8% |