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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,220 | $47,448-13.1% | $94,993-56.6% | $62,293-33.8% |
| Participation rate | 77.6% | 66.5%+11.1pp | 73.9%+3.7pp | 69.5%+8.1pp |
| Annual return | 13.08% | 22.64%-9.6pp | 27.14%-14.1pp | 28.90%-15.8pp |
| Employer contribution / active EE | $2,558 | $1,300+96.8% | $2,603-1.7% | $2,042+25.3% |
| Participant deferral / active EE | $2,552 | $2,375+7.5% | $3,317-23.1% | $3,169-19.5% |
| Admin fee / account holder | $10 | $434-97.7% | $4,960-99.8% | $479-97.9% |