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 18 · EIN 04-3626312 | Custodial (other than securities); In... | $44,065 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,517 | $74,089+68.1% | $133,975-7.1% | $55,167+125.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 10.65% | 12.11%-1.5pp | 29.29%-18.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $4,654 | $3,064+51.9% | $5,211-10.7% | $1,963+137.1% |
| Participant deferral / active EE | $3,501 | $4,678-25.2% | $6,282-44.3% | $3,054+14.6% |
| Admin fee / account holder | $271 | $458-40.9% | $9,324-97.1% | $504-46.3% |