Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $14,348 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,172 | $91,474-28.8% | $135,982-52.1% | $71,529-8.9% |
| Participation rate | 82.5% | 75.7%+6.9pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 19.01% | 29.89%-10.9pp | 68.32%-49.3pp | 28.97%-10.0pp |
| Employer contribution / active EE | $4,585 | $3,705+23.7% | $4,859-5.6% | $2,590+77.0% |
| Participant deferral / active EE | $9,624 | $7,095+35.6% | $7,760+24.0% | $4,291+124.3% |
| Admin fee / account holder | $54 | $1,267-95.8% | $10,767-99.5% | $1,588-96.6% |