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 50 · EIN 84-0467907 | Direct Payment | $56,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,059 | $104,336+71.6% | $159,474+12.3% | $86,821+106.2% |
| Participation rate | 96.7% | 77.7%+18.9pp | 82.8%+13.8pp | 72.3%+24.4pp |
| Annual return | 15.07% | 26.32%-11.3pp | 263.68%-248.6pp | 97.94%-82.9pp |
| Employer contribution / active EE | $6,249 | $3,451+81.1% | $4,831+29.4% | $2,406+159.7% |
| Participant deferral / active EE | $7,847 | $6,837+14.8% | $7,353+6.7% | $4,132+89.9% |
| Admin fee / account holder | $74 | $172-57.1% | $10,802-99.3% | $170-56.4% |