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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $240 |
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 | $105,804 | $110,083-3.9% | $151,645-30.2% | $68,490+54.5% |
| Participation rate | 93.9% | 84.0%+10.0pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.34%-20.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,258 | $4,470+40.0% | $6,165+1.5% | $2,597+141.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |