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 13 · EIN 42-0127290 | Contract Administrator | $50,665 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,822 | $50,902+7.7% | $155,534-64.8% | $77,736-29.5% |
| Participation rate | 95.7% | 63.1%+32.7pp | 78.2%+17.5pp | 70.6%+25.2pp |
| Annual return | 20.49% | 34.85%-14.4pp | 64.92%-44.4pp | 31.26%-10.8pp |
| Employer contribution / active EE | $1,575 | $1,991-20.9% | $4,675-66.3% | $2,728-42.3% |
| Participant deferral / active EE | $5,891 | $2,824+108.6% | $5,630+4.6% | $4,651+26.7% |
| Admin fee / account holder | $100 | $437-77.2% | $15,900-99.4% | $433-77.0% |