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 04-2647786 | Recordkeeping Fees | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,085 | $165,381-79.4% | $149,730-77.2% | $158,966-78.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.44% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,357 | $5,104-53.8% | $4,645-49.3% | $4,762-50.5% |
| Participant deferral / active EE | $5,701 | $7,182-20.6% | $6,843-16.7% | $5,983-4.7% |
| Admin fee / account holder | $662 | $10,809-93.9% | $9,310-92.9% | $11,250-94.1% |