Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,981 | $101,539+94.0% | $147,041+34.0% | $74,400+164.8% |
| Participation rate | 91.8% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.6pp |
| Annual return | 13.10% | 8740.84%-8727.7pp | 419.21%-406.1pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $2,199 | $3,811-42.3% | $4,935-55.4% | $2,624-16.2% |
| Participant deferral / active EE | $11,679 | $7,304+59.9% | $8,071+44.7% | $4,348+168.6% |
| Admin fee / account holder | $172 | $1,749-90.2% | $13,006-98.7% | $1,944-91.2% |