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 13 · EIN 42-0127290 | Contract Administrator | $286,015 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,972 | $199,921-54.5% | $76,327+19.2% | $199,921-54.5% |
| Participation rate | 97.4% | 72.0%+25.3pp | 79.2%+18.1pp | 72.0%+25.3pp |
| Annual return | 18.53% | 34.28%-15.7pp | 13.79%+4.7pp | 34.28%-15.7pp |
| Employer contribution / active EE | $3,068 | $3,035+1.1% | $4,584-33.1% | $3,035+1.1% |
| Participant deferral / active EE | $5,603 | $5,089+10.1% | $5,478+2.3% | $5,089+10.1% |
| Admin fee / account holder | $86 | $269-67.9% | $5,139-98.3% | $269-67.9% |