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 13 · EIN 41-0417830 | Contract Administrator | $5,453 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,693 | $47,163+35.0% | $149,696-57.5% | $74,460-14.5% |
| Participation rate | 87.6% | 63.4%+24.2pp | 78.8%+8.8pp | 70.7%+16.8pp |
| Annual return | 22.16% | 22.75%-0.6pp | 134.46%-112.3pp | 34.38%-12.2pp |
| Employer contribution / active EE | $3,895 | $1,907+104.3% | $4,821-19.2% | $2,638+47.6% |
| Participant deferral / active EE | $9,221 | $2,730+237.7% | $5,682+62.3% | $4,530+103.6% |
| Admin fee / account holder | $19 | $343-94.4% | $13,212-99.9% | $348-94.5% |