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 | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,952 | $82,678+47.5% | $125,391-2.7% | $68,490+78.1% |
| Participation rate | 81.7% | 75.1%+6.7pp | 82.4%-0.7pp | 67.9%+13.8pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,747 | $3,382+10.8% | $4,816-22.2% | $2,597+44.3% |
| Participant deferral / active EE | $7,963 | $6,111+30.3% | $7,448+6.9% | $4,028+97.7% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |