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 37 · EIN 04-2647786 | Loan Processing | $201 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135 |
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 | $117,899 | $51,638+128.3% | $129,406-8.9% | $80,959+45.6% |
| Participation rate | 65.6% | 56.9%+8.7pp | 69.6%-4.0pp | 67.7%-2.0pp |
| Annual return | 16.16% | 20.78%-4.6pp | 9468.18%-9452.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,895 | $1,584+82.8% | $4,155-30.3% | $2,757+5.0% |
| Participant deferral / active EE | $7,378 | $2,670+176.3% | $4,167+77.0% | $4,300+71.6% |
| Admin fee / account holder | $2 | $4,313-99.9% | $7,689-100.0% | $6,925-100.0% |