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 13 · EIN 42-0127290 | Contract Administrator | $209,266 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,013 | $84,000-42.8% | $119,622-59.9% | $77,906-38.4% |
| Participation rate | 52.2% | 77.8%-25.6pp | 79.3%-27.0pp | 73.7%-21.5pp |
| Annual return | -16.88% | -11.59%-5.3pp | -14.98%-1.9pp | 12.16%-29.0pp |
| Employer contribution / active EE | $1,167 | $2,907-59.9% | $4,232-72.4% | $2,846-59.0% |
| Participant deferral / active EE | $2,373 | $4,705-49.6% | $5,601-57.6% | $4,805-50.6% |
| Admin fee / account holder | $63 | $116-45.3% | $10,328-99.4% | $133-52.2% |