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 13 · EIN 42-0127290 | Contract Administrator | $1,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,059 | $80,748+99.5% | $102,383+57.3% | $74,429+116.4% |
| Participation rate | 87.3% | 65.7%+21.6pp | 74.5%+12.8pp | 67.2%+20.1pp |
| Annual return | 9.38% | 27.57%-18.2pp | 24.94%-15.6pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $3,803 | $3,159+20.4% | $3,870-1.7% | $2,625+44.9% |
| Participant deferral / active EE | $7,081 | $3,861+83.4% | $5,060+40.0% | $4,348+62.8% |
| Admin fee / account holder | $15 | $2,371-99.4% | $8,391-99.8% | $1,944-99.3% |