Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT5 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $32,108 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,452 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,884 | $101,499-31.1% | $147,005-52.5% | $74,546-6.3% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 16.01% | 8732.34%-8716.3pp | 418.76%-402.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $3,189 | $3,811-16.3% | $4,934-35.4% | $2,624+21.5% |
| Participant deferral / active EE | $6,483 | $7,304-11.2% | $8,070-19.7% | $4,347+49.1% |
| Admin fee / account holder | $247 | $1,748-85.9% | $13,006-98.1% | $1,944-87.3% |