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 | $66 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,514 | $85,766-49.3% | $136,298-68.1% | $70,126-37.9% |
| Participation rate | 25.4% | 74.2%-48.8pp | 81.9%-56.5pp | 69.5%-44.1pp |
| Annual return | 20.00% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $233 | $2,966-92.1% | $4,696-95.0% | $2,343-90.0% |
| Participant deferral / active EE | $2,163 | $5,051-57.2% | $6,247-65.4% | $3,332-35.1% |
| Admin fee / account holder | $520 | $5,421-90.4% | $9,244-94.4% | $4,645-88.8% |