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 51 · EIN 39-6040276 | Investment Mgmt Fees | $2,269 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,049 | $91,439-28.9% | $135,974-52.2% | $71,511-9.0% |
| Participation rate | 81.9% | 75.7%+6.3pp | 81.9%0pp | 67.9%+14.0pp |
| Annual return | 23.86% | 29.90%-6.0pp | 68.30%-44.4pp | 28.86%-5.0pp |
| Employer contribution / active EE | $2,593 | $3,705-30.0% | $4,859-46.6% | $2,589+0.1% |
| Participant deferral / active EE | $7,180 | $7,093+1.2% | $7,760-7.5% | $4,291+67.4% |
| Admin fee / account holder | $33 | $1,267-97.4% | $10,767-99.7% | $1,588-97.9% |