Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 36-4291971 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $473 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,987 | $56,438+48.8% | $76,872+9.3% | $71,511+17.4% |
| Participation rate | 97.6% | 64.3%+33.3pp | 69.6%+28.0pp | 67.9%+29.7pp |
| Annual return | 10.93% | 19.05%-8.1pp | 37.90%-27.0pp | 28.86%-17.9pp |
| Employer contribution / active EE | $1,683 | $1,864-9.7% | $2,533-33.6% | $2,589-35.0% |
| Participant deferral / active EE | $5,734 | $3,136+82.8% | $3,832+49.6% | $4,291+33.6% |
| Admin fee / account holder | $94 | $1,430-93.4% | $5,476-98.3% | $1,588-94.1% |