Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,480 | $65,092-7.1% | $143,799-57.9% | $66,938-9.6% |
| Participation rate | 35.9% | 65.2%-29.3pp | 80.3%-44.4pp | 69.8%-33.9pp |
| Annual return | -15.27% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $903 | $2,362-61.7% | $4,952-81.8% | $2,545-64.5% |
| Participant deferral / active EE | $2,350 | $2,920-19.5% | $5,638-58.3% | $4,238-44.6% |
| Admin fee / account holder | $7 | $502-98.7% | $14,677-100.0% | $594-98.9% |