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 | $1,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,319 | $39,859-34.0% | $78,676-66.5% | $57,658-54.4% |
| Participation rate | 48.7% | 66.1%-17.4pp | 73.6%-24.8pp | 70.2%-21.5pp |
| Annual return | 15.43% | 18.96%-3.5pp | 62.19%-46.8pp | 5.13%+10.3pp |
| Employer contribution / active EE | $771 | $1,786-56.8% | $2,850-72.9% | $1,974-60.9% |
| Participant deferral / active EE | $1,920 | $2,248-14.6% | $3,517-45.4% | $3,061-37.3% |
| Admin fee / account holder | $116 | $76+51.6% | $4,510-97.4% | $95+22.2% |