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 |
|---|---|---|
ESTEP HOPE & WEBER MANAGEMENT3+ years Service code 27 · EIN 27-1302700 | Advisory (Plan) | $0 |
Service code 27 · EIN 33-1028994 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,497 | $51,466-64.1% | $78,778-76.5% | $62,293-70.3% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.32% | 19.96%-9.6pp | 35.62%-25.3pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,956 | $827+257.3% | $1,986+48.9% | $2,042+44.7% |
| Participant deferral / active EE | $862 | $2,147-59.9% | $2,958-70.9% | $3,169-72.8% |
| Admin fee / account holder | $116 | $489-76.3% | $5,134-97.7% | $479-75.9% |