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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $20,294 |
T ROWE PRICE RPS INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,928 | $79,209+8.5% | $102,434-16.1% | $74,459+15.4% |
| Participation rate | 63.0% | 74.8%-11.8pp | 76.5%-13.5pp | 67.2%-4.2pp |
| Annual return | 10.17% | 54.98%-44.8pp | 29.46%-19.3pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,032 | $2,362-56.3% | $3,023-65.9% | $2,626-60.7% |
| Participant deferral / active EE | $3,331 | $4,417-24.6% | $5,055-34.1% | $4,350-23.4% |
| Admin fee / account holder | $105 | $2,002-94.7% | $9,462-98.9% | $1,945-94.6% |