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 |
|---|---|---|
Filed as: VOYA Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,173 | $59,402-22.3% | $93,654-50.7% | $74,546-38.1% |
| Participation rate | 93.2% | 59.7%+33.5pp | 68.7%+24.5pp | 67.2%+26.0pp |
| Annual return | 12.81% | 81.86%-69.0pp | 133.34%-120.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,615 | $1,265+27.7% | $2,421-33.3% | $2,624-38.4% |
| Participant deferral / active EE | $3,950 | $3,049+29.6% | $4,413-10.5% | $4,347-9.1% |
| Admin fee / account holder | $26 | $3,023-99.1% | $8,282-99.7% | $1,944-98.6% |