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 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,085 | $48,432+3.4% | $121,204-58.7% | $71,511-30.0% |
| Participation rate | 63.4% | 54.3%+9.1pp | 69.5%-6.1pp | 67.9%-4.5pp |
| Annual return | 23.15% | 23.28%-0.1pp | 987.18%-964.0pp | 28.86%-5.7pp |
| Employer contribution / active EE | $3,226 | $1,493+116.1% | $4,170-22.6% | $2,589+24.6% |
| Participant deferral / active EE | $5,493 | $2,756+99.3% | $4,083+34.5% | $4,291+28.0% |
| Admin fee / account holder | $51 | $1,845-97.2% | $5,651-99.1% | $1,588-96.8% |