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 60 · EIN 04-2647786 | Sub-TA Fees | $3,685 |
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.
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 | $18,204 | $69,745-73.9% | $67,511-73.0% | $74,546-75.6% |
| Participation rate | 50.3% | 71.3%-21.1pp | 72.9%-22.6pp | 67.2%-16.9pp |
| Annual return | 16.66% | -40.37%+57.0pp | 3517.41%-3500.7pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $92 | $2,705-96.6% | $2,733-96.6% | $2,624-96.5% |
| Participant deferral / active EE | $1,941 | $3,636-46.6% | $4,000-51.5% | $4,347-55.3% |
| Admin fee / account holder | $28 | $894-96.8% | $3,999-99.3% | $1,944-98.5% |