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 21 · EIN 66-0561870 | Bank Trustee | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,433 | $63,905-72.7% | $74,184-76.5% | $57,658-69.8% |
| Participation rate | 91.5% | 79.8%+11.7pp | 76.6%+14.9pp | 70.2%+21.2pp |
| Annual return | 2.53% | 60.60%-58.1pp | 17.74%-15.2pp | 5.13%-2.6pp |
| Employer contribution / active EE | $649 | $1,840-64.7% | $2,370-72.6% | $1,974-67.1% |
| Participant deferral / active EE | $1,668 | $3,448-51.6% | $3,550-53.0% | $3,061-45.5% |
| Admin fee / account holder | $14 | $91-84.9% | $5,586-99.8% | $95-85.4% |