Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,430 |
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 | $8,985 | $78,015-88.5% | $178,505-95.0% | $80,959-88.9% |
| Participation rate | 64.7% | 65.7%-1.0pp | 77.1%-12.4pp | 67.7%-3.0pp |
| Annual return | 19.22% | 18.10%+1.1pp | 27.16%-7.9pp | 35.67%-16.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,920 | $4,406+11.7% | $6,280-21.7% | $4,300+14.4% |
| Admin fee / account holder | $46 | $7,160-99.4% | $10,428-99.6% | $6,925-99.3% |