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 60 · EIN 04-2647786 | Sub-TA Fees | $159 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,825 | $80,992+22.0% | $96,534+2.4% | $75,173+31.5% |
| Participation rate | 78.5% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.3pp |
| Annual return | 16.48% | 27.05%-10.6pp | 25.88%-9.4pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,970 | $2,283+73.9% | $2,965+33.9% | $2,671+48.6% |
| Participant deferral / active EE | $4,247 | $3,929+8.1% | $4,851-12.4% | $4,126+2.9% |
| Admin fee / account holder | $1 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |