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 | $40,455 |
REGIONS BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,499 |
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 | $12,038 | $47,135-74.5% | $149,717-92.0% | $74,440-83.8% |
| Participation rate | 47.4% | 63.4%-16.0pp | 78.8%-31.4pp | 70.7%-23.3pp |
| Annual return | 20.49% | 22.75%-2.3pp | 134.41%-113.9pp | 34.37%-13.9pp |
| Employer contribution / active EE | $187 | $1,906-90.2% | $4,820-96.1% | $2,638-92.9% |
| Participant deferral / active EE | $1,560 | $2,728-42.8% | $5,682-72.5% | $4,529-65.6% |
| Admin fee / account holder | $103 | $343-69.8% | $13,213-99.2% | $348-70.2% |