Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CADENCE BANK1 year Service code 21 · EIN 64-0782370 | Bank Trustee | $32,120 |
THE BAVA GROUP LLC2 years Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.) | $6,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,641 | $91,372-62.1% | $130,045-73.4% | $74,460-53.5% |
| Participation rate | 99.0% | 77.8%+21.3pp | 78.5%+20.5pp | 70.7%+28.3pp |
| Annual return | 19.93% | 23.21%-3.3pp | -137.30%+157.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,193 | $2,563-53.4% | $4,321-72.4% | $2,638-54.8% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $72 | $283-74.6% | $10,600-99.3% | $348-79.3% |