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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,615 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,168 | $54,590-72.2% | $81,726-81.4% | $73,497-79.4% |
| Participation rate | 53.0% | 68.3%-15.3pp | 72.0%-19.0pp | 70.7%-17.7pp |
| Annual return | 573.36% | 17.74%+555.6pp | 29.49%+543.9pp | 28.51%+544.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,259 | $2,759-54.4% | $7,108-82.3% | $3,740-66.3% |
| Admin fee / account holder | $29 | $592-95.1% | $5,160-99.4% | $513-94.3% |