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 15 · EIN 01-0233346 | Recordkeeping | $1,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,376 | $102,429-13.7% | $147,096-39.9% | $80,925+9.2% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 17.67% | 135.02%-117.4pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $8,232 | $3,716+121.6% | $4,936+66.8% | $2,756+198.7% |
| Participant deferral / active EE | $17,427 | $6,649+162.1% | $8,071+115.9% | $4,299+305.4% |
| Admin fee / account holder | $20 | $7,957-99.8% | $13,005-99.8% | $6,940-99.7% |