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 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $48,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,335 | $62,146-9.4% | $81,438-30.8% | $74,546-24.4% |
| Participation rate | 96.4% | 64.1%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.59% | 16.49%-4.9pp | 24.74%-13.2pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $2,087 | $1,883+10.9% | $2,460-15.2% | $2,624-20.5% |
| Participant deferral / active EE | $4,555 | $3,229+41.0% | $3,883+17.3% | $4,347+4.8% |
| Admin fee / account holder | $257 | $1,922-86.6% | $5,764-95.5% | $1,944-86.8% |