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 35-0145825 | Recordkeeping | $40,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,585 | $93,598+4.3% | $135,974-28.2% | $75,173+29.8% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | 20.00% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $8,036 | $3,538+127.2% | $4,859+65.4% | $2,671+200.9% |
| Participant deferral / active EE | $10,346 | $6,405+61.5% | $7,760+33.3% | $4,126+150.7% |
| Admin fee / account holder | $25 | $6,978-99.6% | $10,767-99.8% | $5,651-99.6% |