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 64 · EIN 39-6040276 | Recordkeeping Fees | $2,839 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,331 | $54,573-9.6% | $90,970-45.8% | $73,493-32.9% |
| Participation rate | 67.9% | 61.2%+6.8pp | 69.0%-1.1pp | 70.7%-2.7pp |
| Annual return | 11.14% | 16.69%-5.5pp | 134.58%-123.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,066 | $991+7.5% | $2,122-49.8% | $2,270-53.0% |
| Participant deferral / active EE | $2,826 | $2,517+12.3% | $3,373-16.2% | $3,740-24.4% |
| Admin fee / account holder | $38 | $521-92.7% | $5,960-99.4% | $513-92.5% |