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 15 · EIN 71-0294708 | Recordkeeping | $125,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,772 | $50,902+11.5% | $155,534-63.5% | $77,736-27.0% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 16.63% | 34.85%-18.2pp | 64.92%-48.3pp | 31.26%-14.6pp |
| Employer contribution / active EE | $1,963 | $1,991-1.4% | $4,675-58.0% | $2,728-28.0% |
| Participant deferral / active EE | $4,140 | $2,824+46.6% | $5,630-26.5% | $4,651-11.0% |
| Admin fee / account holder | $174 | $437-60.2% | $15,900-98.9% | $433-59.9% |