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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET Service code 28 · EIN 59-3171014 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T TOWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,393 | $58,093-95.9% | $80,022-97.0% | $56,289-95.7% |
| Participation rate | 10.6% | 73.6%-63.0pp | 75.8%-65.2pp | 69.9%-59.2pp |
| Annual return | 0.00% | 34.63%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $100 | $1,933-94.8% | $2,468-96.0% | $2,111-95.3% |
| Participant deferral / active EE | $166 | $3,136-94.7% | $3,686-95.5% | $3,350-95.1% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |