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 99 4340 REDWOOD HIGHWAY STE B60 · SAN RAFAEL, CA 94903 | Other Fees | $4,122 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,276 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,577 | $50,919-75.3% | $155,556-91.9% | $77,762-83.8% |
| Participation rate | 77.7% | 63.1%+14.6pp | 78.2%-0.5pp | 70.6%+7.1pp |
| Annual return | 21.56% | 34.84%-13.3pp | 64.84%-43.3pp | 31.27%-9.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $612 | $2,824-78.3% | $5,631-89.1% | $4,651-86.8% |
| Admin fee / account holder | $80 | $437-81.6% | $15,885-99.5% | $433-81.5% |