Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,218 | $84,482-79.6% | $125,363-86.3% | $66,930-74.3% |
| Participation rate | 57.4% | 76.4%-19.0pp | 82.4%-24.9pp | 69.8%-12.4pp |
| Annual return | -13.59% | -8.49%-5.1pp | 572.15%-585.7pp | 1.57%-15.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,843 | $6,782+0.9% | $7,447-8.1% | $4,238+61.5% |
| Admin fee / account holder | $5 | $685-99.2% | $10,005-99.9% | $593-99.1% |