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 26 · EIN 23-2286563 | Advisory (Participants) | $69,684 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $7,688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,296 | $84,936+72.2% | $111,308+31.4% | $79,391+84.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 19.02% | 17.45%+1.6pp | 54.67%-35.6pp | 116.88%-97.9pp |
| Employer contribution / active EE | $1,839 | $1,979-7.1% | $2,732-32.7% | $2,428-24.2% |
| Participant deferral / active EE | $3,121 | $3,888-19.7% | $4,487-30.5% | $4,046-22.9% |
| Admin fee / account holder | $569 | $537+5.9% | $7,965-92.9% | $627-9.2% |