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 | $1,078 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,844 | $107,378-82.5% | $108,582-82.6% | $57,658-67.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 7.69% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,874 | $1,782+5.2% | $3,758-50.1% | $1,974-5.1% |
| Participant deferral / active EE | $2,149 | $3,221-33.3% | $4,311-50.2% | $3,061-29.8% |
| Admin fee / account holder | $13 | $108-87.9% | $7,645-99.8% | $95-86.1% |