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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $345 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,340 | $138,393+34.6% | $184,256+1.1% | $80,959+130.2% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.4pp | 67.7%+27.6pp |
| Annual return | 27.03% | 20.01%+7.0pp | 28.85%-1.8pp | 35.67%-8.6pp |
| Employer contribution / active EE | $7,654 | $4,847+57.9% | $6,427+19.1% | $2,757+177.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4 | $10,489-100.0% | $13,899-100.0% | $6,925-99.9% |