Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,790 |
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 | $55,624 | $66,486-16.3% | $81,370-31.6% | $77,762-28.5% |
| Participation rate | 42.0% | 68.7%-26.7pp | 69.5%-27.5pp | 70.6%-28.6pp |
| Annual return | 13.94% | 15.95%-2.0pp | 24.85%-10.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $1,359 | $2,158-37.0% | $2,464-44.8% | $2,728-50.2% |
| Participant deferral / active EE | $3,175 | $3,677-13.6% | $3,885-18.3% | $4,651-31.7% |
| Admin fee / account holder | $30 | $586-94.9% | $5,749-99.5% | $433-93.0% |