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 35-0145825 | Recordkeeping | $13,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,344 | $46,332-62.6% | $143,797-87.9% | $64,824-73.2% |
| Participation rate | 54.2% | 64.2%-10.0pp | 80.3%-26.1pp | 71.5%-17.3pp |
| Annual return | -10.22% | -10.05%-0.2pp | -0.04%-10.2pp | 32.84%-43.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,090 | $2,647-58.8% | $5,638-80.7% | $4,311-74.7% |
| Admin fee / account holder | $8 | $154-94.7% | $14,679-99.9% | $188-95.7% |