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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 28 · EIN 77-0473565 | Investment Management | $561,751 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,004 | $88,646+244.1% | $90,223+238.1% | $59,188+415.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 79.0%+15.4pp | 69.4%+25.0pp |
| Annual return | 2.32% | 11.82%-9.5pp | 1.31%+1.0pp | 5.51%-3.2pp |
| Employer contribution / active EE | $10,823 | $5,463+98.1% | $4,378+147.2% | $2,098+415.9% |
| Participant deferral / active EE | $17,939 | $6,586+172.4% | $5,792+209.7% | $3,265+449.5% |
| Admin fee / account holder | $163 | $63+158.8% | $7,406-97.8% | $92+76.3% |