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 |
|---|---|---|
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,879 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,209 | $62,166+11.3% | $81,353-14.9% | $74,459-7.1% |
| Participation rate | 86.5% | 64.1%+22.5pp | 69.5%+17.0pp | 67.2%+19.3pp |
| Annual return | 18.82% | 16.50%+2.3pp | 24.82%-6.0pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $2,517 | $1,881+33.8% | $2,464+2.2% | $2,626-4.1% |
| Participant deferral / active EE | $4,270 | $3,223+32.5% | $3,885+9.9% | $4,350-1.8% |
| Admin fee / account holder | $11 | $1,925-99.4% | $5,766-99.8% | $1,945-99.4% |