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 49 · EIN 74-2794194 | Other Services | $10,939 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,830 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,469 | $51,184-58.1% | $66,439-67.7% | $86,983-75.3% |
| Participation rate | 97.6% | 68.5%+29.1pp | 74.5%+23.1pp | 69.5%+28.0pp |
| Annual return | 15.67% | 17.07%-1.4pp | 757.66%-742.0pp | 25.83%-10.2pp |
| Employer contribution / active EE | $3,238 | $2,023+60.1% | $2,637+22.8% | $2,584+25.3% |
| Participant deferral / active EE | $2,319 | $2,927-20.8% | $3,876-40.2% | $4,194-44.7% |
| Admin fee / account holder | $42 | $4,154-99.0% | $6,173-99.3% | $7,856-99.5% |