Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6 years Service code 15 · EIN 38-3416104 | Recordkeeping | $47,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,107 | $92,076-3.2% | $105,608-15.6% | $77,714+14.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.53% | 17.84%-4.3pp | 116.50%-103.0pp | 31.26%-17.7pp |
| Employer contribution / active EE | $7,025 | $3,370+108.5% | $3,167+121.8% | $2,727+157.6% |
| Participant deferral / active EE | $3,497 | $5,390-35.1% | $5,010-30.2% | $4,649-24.8% |
| Admin fee / account holder | $109 | $219-50.3% | $11,028-99.0% | $433-74.9% |