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 | $738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,404 | $37,044-58.4% | $71,796-78.5% | $57,658-73.3% |
| Participation rate | 69.5% | 61.1%+8.3pp | 69.1%+0.3pp | 70.2%-0.8pp |
| Annual return | 7.13% | 12.64%-5.5pp | 78.04%-70.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,430 | $1,974+23.1% | $2,794-13.0% | $3,061-20.6% |
| Admin fee / account holder | $11 | $101-89.5% | $4,815-99.8% | $95-88.8% |