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 35-0145825 | Recordkeeping | $48,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,835 | $69,477+101.3% | $94,679+47.7% | $71,495+95.6% |
| Participation rate | 76.1% | 78.4%-2.4pp | 80.8%-4.7pp | 67.9%+8.2pp |
| Annual return | 19.34% | 29.66%-10.3pp | 156.75%-137.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $6,194 | $2,853+117.1% | $3,673+68.6% | $2,589+139.2% |
| Participant deferral / active EE | $8,913 | $7,345+21.4% | $7,417+20.2% | $4,291+107.7% |
| Admin fee / account holder | $8 | $1,210-99.4% | $7,233-99.9% | $1,588-99.5% |