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 | $734 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,367 | $57,108-53.8% | $94,229-72.0% | $52,331-49.6% |
| Participation rate | 54.4% | 72.9%-18.5pp | 78.8%-24.4pp | 68.1%-13.7pp |
| Annual return | -4.26% | 1.47%-5.7pp | 10.68%-14.9pp | 4.54%-8.8pp |
| Employer contribution / active EE | $1,105 | $1,735-36.3% | $3,587-69.2% | $1,882-41.3% |
| Participant deferral / active EE | $1,661 | $3,040-45.4% | $4,320-61.6% | $3,022-45.0% |
| Admin fee / account holder | $20 | $546-96.4% | $6,269-99.7% | $592-96.7% |