Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,982 | $73,532+405.9% | $178,505+108.4% | $74,478+399.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 17.65% | 17.49%+0.2pp | 27.16%-9.5pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $16,471 | $2,221+641.8% | $3,955+316.5% | $2,626+527.2% |
| Participant deferral / active EE | $17,302 | $4,519+282.9% | $6,280+175.5% | $4,350+297.7% |
| Admin fee / account holder | $362 | $1,813-80.0% | $10,428-96.5% | $1,946-81.4% |