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 |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,526 | $84,482+29.6% | $125,363-12.6% | $66,930+63.6% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | -17.81% | -8.49%-9.3pp | 572.15%-590.0pp | 1.57%-19.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $16,470 | $6,782+142.9% | $7,447+121.2% | $4,238+288.6% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |