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 13 · EIN 13-4238973 | Contract Administrator | $59,247 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,855 | $114,195-80.9% | $106,554-79.5% | $93,010-76.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 15.65% | 22.18%-6.5pp | 26.80%-11.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $3,038 | $4,009-24.2% | $2,819+7.8% | $2,705+12.3% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $31 | $105-70.0% | $7,408-99.6% | $152-79.3% |