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 |
|---|---|---|
JOHNSON BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $24,859 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,104 | $61,391-36.3% | $149,723-73.9% | $71,529-45.3% |
| Participation rate | 88.6% | 62.5%+26.1pp | 78.8%+9.9pp | 67.9%+20.7pp |
| Annual return | 19.16% | 35.88%-16.7pp | 134.50%-115.3pp | 28.97%-9.8pp |
| Employer contribution / active EE | $2,179 | $2,384-8.6% | $4,821-54.8% | $2,590-15.9% |
| Participant deferral / active EE | $3,837 | $2,921+31.4% | $5,682-32.5% | $4,291-10.6% |
| Admin fee / account holder | $150 | $1,264-88.2% | $13,215-98.9% | $1,588-90.6% |