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 64 · EIN 71-0294708 | Recordkeeping Fees | $29,013 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,875 | $65,125+77.9% | $143,797-19.4% | $66,949+73.1% |
| Participation rate | 91.0% | 65.2%+25.8pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -5.73% | -11.13%+5.4pp | -0.04%-5.7pp | 1.57%-7.3pp |
| Employer contribution / active EE | $4,044 | $2,362+71.2% | $4,952-18.3% | $2,545+58.9% |
| Participant deferral / active EE | $4,592 | $2,920+57.2% | $5,638-18.6% | $4,239+8.3% |
| Admin fee / account holder | $135 | $503-73.2% | $14,679-99.1% | $594-77.3% |