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 49 · EIN 20-3886993 | Other Services | $6,500 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $597 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,864 | $86,795-12.6% | $67,681+12.1% | $64,728+17.2% |
| Participation rate | 97.0% | 71.7%+25.4pp | 73.7%+23.3pp | 57.9%+39.1pp |
| Annual return | 11.38% | 12.58%-1.2pp | 590.58%-579.2pp | 49.38%-38.0pp |
| Employer contribution / active EE | $1,934 | $2,837-31.9% | $2,678-27.8% | $2,243-13.8% |
| Participant deferral / active EE | $2,653 | $3,430-22.6% | $3,976-33.3% | $2,729-2.8% |
| Admin fee / account holder | $8 | $238-96.5% | $6,100-99.9% | $1,145-99.3% |