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 | $104 |
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 | $408,138 | $122,063+234.4% | $184,256+121.5% | $74,478+448.0% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 35.17% | 19.92%+15.3pp | 28.85%+6.3pp | 1370.56%-1335.4pp |
| Employer contribution / active EE | $14,417 | $4,539+217.6% | $6,427+124.3% | $2,626+449.0% |
| Participant deferral / active EE | $11,932 | $7,144+67.0% | $9,133+30.6% | $4,350+174.3% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |