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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,641 | $101,672-38.4% | $147,117-57.4% | $74,478-15.9% |
| Participation rate | 83.8% | 75.5%+8.2pp | 82.2%+1.6pp | 67.2%+16.6pp |
| Annual return | 13.86% | 8757.83%-8744.0pp | 420.54%-406.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $5,220 | $3,813+36.9% | $4,932+5.8% | $2,626+98.7% |
| Participant deferral / active EE | $7,512 | $7,305+2.8% | $8,065-6.9% | $4,350+72.7% |
| Admin fee / account holder | $55 | $1,753-96.8% | $12,993-99.6% | $1,946-97.2% |