Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,559 |
Participant 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 | $25,767 | $121,341-78.8% | $189,520-86.4% | $79,393-67.5% |
| Participation rate | 73.5% | 86.1%-12.6pp | 87.8%-14.3pp | 70.7%+2.8pp |
| Annual return | 18.90% | 21.08%-2.2pp | 555.25%-536.3pp | 116.87%-98.0pp |
| Employer contribution / active EE | $1,961 | $3,915-49.9% | $6,161-68.2% | $2,428-19.2% |
| Participant deferral / active EE | $3,542 | $6,395-44.6% | $8,220-56.9% | $4,046-12.5% |
| Admin fee / account holder | $133 | $651-79.6% | $12,046-98.9% | $627-78.8% |