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 15 · EIN 01-0233346 | Recordkeeping | $1,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,090 | $55,470+26.4% | $155,556-54.9% | $74,478-5.9% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 13.56% | 269.80%-256.2pp | 64.84%-51.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $5,129 | $2,267+126.3% | $4,675+9.7% | $2,626+95.3% |
| Participant deferral / active EE | $2,910 | $2,838+2.6% | $5,631-48.3% | $4,350-33.1% |
| Admin fee / account holder | $446 | $1,744-74.4% | $15,885-97.2% | $1,946-77.1% |