Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,064 | $50,919-33.1% | $155,556-78.1% | $77,762-56.2% |
| Participation rate | 54.7% | 63.1%-8.4pp | 78.2%-23.5pp | 70.6%-15.9pp |
| Annual return | 43.64% | 34.84%+8.8pp | 64.84%-21.2pp | 31.27%+12.4pp |
| Employer contribution / active EE | $2,894 | $1,991+45.3% | $4,675-38.1% | $2,728+6.1% |
| Participant deferral / active EE | $5,518 | $2,824+95.4% | $5,631-2.0% | $4,651+18.6% |
| Admin fee / account holder | $185 | $437-57.5% | $15,885-98.8% | $433-57.2% |