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 |
|---|---|---|
MJP ASSOCIATES INC.2 years Filed as: MJP WEALTH ADVISORS Service code 27 · EIN 06-1038339 | Advisory (Plan) | $32,878 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,690 | $104,479-53.4% | $159,474-69.5% | $79,391-38.7% |
| Participation rate | 93.4% | 76.6%+16.7pp | 82.8%+10.5pp | 70.7%+22.7pp |
| Annual return | 18.03% | 67.98%-49.9pp | 263.68%-245.6pp | 116.88%-98.9pp |
| Employer contribution / active EE | $3,885 | $3,417+13.7% | $4,831-19.6% | $2,428+60.0% |
| Participant deferral / active EE | $7,624 | $6,468+17.9% | $7,353+3.7% | $4,046+88.4% |
| Admin fee / account holder | $120 | $711-83.1% | $10,802-98.9% | $627-80.8% |