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 71-0294708 | Recordkeeping Fees | $1,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,435 | $102,422+42.0% | $147,117-1.1% | $80,959+79.6% |
| Participation rate | 85.9% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 15.30% | 135.16%-119.9pp | 420.54%-405.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,566 | $3,717+22.8% | $4,932-7.4% | $2,757+65.6% |
| Participant deferral / active EE | $14,902 | $6,652+124.0% | $8,065+84.8% | $4,300+246.5% |
| Admin fee / account holder | $9 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |