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 | $3,139 |
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 | $13,459 | $51,197-73.7% | $82,726-83.7% | $66,923-79.9% |
| Participation rate | 63.8% | 67.8%-4.0pp | 72.6%-8.8pp | 69.8%-6.0pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.33%-701.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,184 | $2,611-54.7% | $3,009-60.7% | $2,545-53.5% |
| Participant deferral / active EE | $3,529 | $3,458+2.1% | $4,394-19.7% | $4,237-16.7% |
| Admin fee / account holder | $32 | $416-92.4% | $5,328-99.4% | $593-94.7% |