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 |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $5,348 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $253,531 | $80,177+216.2% | $123,894+104.6% | $57,658+339.7% |
| Participation rate | 98.8% | 74.4%+24.4pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | 12.16% | 17.90%-5.7pp | 47.52%-35.4pp | 5.13%+7.0pp |
| Employer contribution / active EE | $6,866 | $2,913+135.7% | $4,617+48.7% | $1,974+247.9% |
| Participant deferral / active EE | $7,406 | $5,130+44.4% | $5,984+23.8% | $3,061+142.0% |
| Admin fee / account holder | $18 | $106-83.2% | $8,357-99.8% | $95-81.1% |