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 27 · EIN 35-2552359 | Advisory (Plan) | $10,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,766 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,226 | $78,562-9.3% | $105,608-32.6% | $74,429-4.3% |
| Participation rate | 83.0% | 72.8%+10.2pp | 75.3%+7.8pp | 67.2%+15.8pp |
| Annual return | 9.64% | 15.94%-6.3pp | 116.50%-106.9pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $1,552 | $2,521-38.5% | $3,167-51.0% | $2,625-40.9% |
| Participant deferral / active EE | $4,682 | $4,321+8.3% | $5,010-6.5% | $4,348+7.7% |
| Admin fee / account holder | $192 | $2,217-91.4% | $11,028-98.3% | $1,944-90.1% |