Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $14,589 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,655 | $65,862-71.7% | $124,693-85.0% | $79,391-76.5% |
| Participation rate | 22.4% | 62.2%-39.8pp | 74.6%-52.2pp | 70.7%-48.3pp |
| Annual return | 13.28% | 19.02%-5.7pp | 5144.19%-5130.9pp | 116.88%-103.6pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,164 | $2,772-58.0% | $4,615-74.8% | $4,046-71.2% |
| Admin fee / account holder | $41 | $673-93.9% | $7,494-99.4% | $627-93.4% |