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 30-0219031 | Recordkeeping | $10,119 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,239 | $56,503-34.1% | $69,890-46.7% | $64,824-42.6% |
| Participation rate | 85.7% | 70.5%+15.2pp | 70.5%+15.2pp | 71.5%+14.2pp |
| Annual return | -16.35% | -13.44%-2.9pp | 190.84%-207.2pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,996 | $2,046-2.5% | $2,560-22.1% | $2,507-20.4% |
| Participant deferral / active EE | $3,263 | $3,389-3.7% | $3,848-15.2% | $4,311-24.3% |
| Admin fee / account holder | $29 | $160-82.2% | $6,267-99.5% | $188-84.8% |