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 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,423 | $51,466-72.0% | $78,778-81.7% | $62,293-76.8% |
| Participation rate | 55.3% | 59.8%-4.5pp | 69.2%-13.9pp | 69.5%-14.2pp |
| Annual return | 14.48% | 19.96%-5.5pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $510 | $827-38.3% | $1,986-74.3% | $2,042-75.0% |
| Participant deferral / active EE | $888 | $2,147-58.6% | $2,958-70.0% | $3,169-72.0% |
| Admin fee / account holder | $119 | $489-75.6% | $5,134-97.7% | $479-75.1% |