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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,137 | $86,655+23.6% | $119,615-10.4% | $66,923+60.1% |
| Participation rate | 80.5% | 75.6%+4.9pp | 79.3%+1.2pp | 69.8%+10.7pp |
| Annual return | -17.16% | -8.00%-9.2pp | -14.98%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,729 | $2,536+86.5% | $4,232+11.7% | $2,545+85.9% |
| Participant deferral / active EE | $10,654 | $4,358+144.5% | $5,602+90.2% | $4,237+151.4% |
| Admin fee / account holder | $14 | $755-98.1% | $10,324-99.9% | $593-97.6% |