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 13 · EIN 42-0127290 | Contract Administrator | $8,982 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,687 | $71,523-22.1% | $98,461-43.4% | $71,511-22.1% |
| Participation rate | 91.8% | 72.7%+19.1pp | 75.2%+16.6pp | 67.9%+23.8pp |
| Annual return | 10.44% | 32.43%-22.0pp | 21.17%-10.7pp | 28.86%-18.4pp |
| Employer contribution / active EE | $4,067 | $2,399+69.5% | $3,049+33.4% | $2,589+57.1% |
| Participant deferral / active EE | $3,983 | $4,109-3.1% | $4,738-15.9% | $4,291-7.2% |
| Admin fee / account holder | $51 | $1,676-97.0% | $8,961-99.4% | $1,588-96.8% |