Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.6 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $16,379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,253 | $91,474-53.8% | $135,982-68.9% | $71,529-40.9% |
| Participation rate | 71.6% | 75.7%-4.1pp | 81.9%-10.4pp | 67.9%+3.6pp |
| Annual return | 17.80% | 29.89%-12.1pp | 68.32%-50.5pp | 28.97%-11.2pp |
| Employer contribution / active EE | $3,949 | $3,705+6.6% | $4,859-18.7% | $2,590+52.5% |
| Participant deferral / active EE | $7,130 | $7,095+0.5% | $7,760-8.1% | $4,291+66.1% |
| Admin fee / account holder | $115 | $1,267-90.9% | $10,767-98.9% | $1,588-92.7% |