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 |
|---|---|---|
Filed as: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $67,218 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,288 | $80,753+317.7% | $136,298+147.5% | $62,293+441.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 76.58% | 35.83%+40.8pp | 5156.27%-5079.7pp | 28.90%+47.7pp |
| Employer contribution / active EE | $20,439 | $2,884+608.8% | $4,696+335.3% | $2,042+900.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $253 | $525-51.9% | $9,244-97.3% | $479-47.3% |