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 27 · EIN 71-0294708 | Advisory (Plan) | $2,200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,159 | $104,479-8.9% | $159,474-40.3% | $79,391+19.9% |
| Participation rate | 98.7% | 76.6%+22.0pp | 82.8%+15.8pp | 70.7%+28.0pp |
| Annual return | 15.49% | 67.98%-52.5pp | 263.68%-248.2pp | 116.88%-101.4pp |
| Employer contribution / active EE | $6,045 | $3,417+76.9% | $4,831+25.1% | $2,428+149.0% |
| Participant deferral / active EE | $7,917 | $6,468+22.4% | $7,353+7.7% | $4,046+95.7% |
| Admin fee / account holder | $10 | $711-98.6% | $10,802-99.9% | $627-98.4% |