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 15 · EIN 01-0233346 | Recordkeeping | $28,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,149 | $93,010-69.7% | $96,515-70.8% | $74,460-62.2% |
| Participation rate | 75.1% | 71.6%+3.6pp | 74.3%+0.8pp | 70.7%+4.4pp |
| Annual return | 27.18% | 37.50%-10.3pp | 35.73%-8.5pp | 34.38%-7.2pp |
| Employer contribution / active EE | $959 | $3,427-72.0% | $3,740-74.4% | $2,638-63.7% |
| Participant deferral / active EE | $5,381 | $3,971+35.5% | $4,880+10.3% | $4,530+18.8% |
| Admin fee / account holder | $166 | $633-73.8% | $6,735-97.5% | $348-52.4% |