Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Service code 14 · EIN 39-0758449 | Plan Administrator | $26,160 |
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $23,661 |
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 | $22,540 | $82,163-72.6% | $125,381-82.0% | $64,819-65.2% |
| Participation rate | 91.7% | 77.9%+13.9pp | 82.4%+9.4pp | 71.5%+20.3pp |
| Annual return | -7.65% | 3.49%-11.1pp | 572.31%-580.0pp | 32.84%-40.5pp |
| Employer contribution / active EE | $3,753 | $3,616+3.8% | $4,815-22.1% | $2,507+49.7% |
| Participant deferral / active EE | $8,180 | $7,175+14.0% | $7,448+9.8% | $4,311+89.7% |
| Admin fee / account holder | $130 | $163-20.1% | $10,007-98.7% | $188-30.5% |