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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,819 | $101,523-80.5% | $141,191-86.0% | $77,775-74.5% |
| Participation rate | 84.4% | 77.4%+7.0pp | 82.5%+1.9pp | 73.2%+11.2pp |
| Annual return | 33.00% | 56.22%-23.2pp | 71.41%-38.4pp | 32.58%+0.4pp |
| Employer contribution / active EE | $1,394 | $3,341-58.3% | $4,736-70.6% | $2,504-44.3% |
| Participant deferral / active EE | $4,833 | $6,434-24.9% | $6,710-28.0% | $3,966+21.9% |
| Admin fee / account holder | $20 | $92-78.2% | $10,264-99.8% | $100-80.1% |