Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,305 | $46,697-24.4% | $117,529-70.0% | $68,490-48.5% |
| Participation rate | 93.8% | 56.8%+37.0pp | 70.6%+23.1pp | 67.9%+25.9pp |
| Annual return | -17.22% | -14.52%-2.7pp | 29.77%-47.0pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,482 | $1,506-1.6% | $4,179-64.5% | $2,597-42.9% |
| Participant deferral / active EE | $2,592 | $2,637-1.7% | $4,072-36.4% | $4,028-35.7% |
| Admin fee / account holder | $3 | $4,023-99.9% | $5,645-99.9% | $5,403-99.9% |