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 |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 50 · EIN 45-6062081 | Direct Payment | $8,642 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,679 | $59,456+22.2% | $93,669-22.4% | $74,429-2.4% |
| Participation rate | 72.1% | 59.6%+12.5pp | 68.7%+3.4pp | 67.2%+4.9pp |
| Annual return | 14.54% | 82.00%-67.5pp | 133.59%-119.1pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $791 | $1,266-37.5% | $2,424-67.3% | $2,625-69.8% |
| Participant deferral / active EE | $1,853 | $3,052-39.3% | $4,416-58.0% | $4,348-57.4% |
| Admin fee / account holder | $53 | $3,026-98.2% | $8,291-99.4% | $1,944-97.3% |