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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $56,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,076 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,185 | $106,230-4.7% | $147,080-31.2% | $77,736+30.2% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 16.27% | 56.91%-40.6pp | 420.17%-403.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $9,470 | $4,072+132.5% | $4,933+92.0% | $2,728+247.2% |
| Participant deferral / active EE | $20,729 | $8,001+159.1% | $8,066+157.0% | $4,651+345.7% |
| Admin fee / account holder | $225 | $338-33.6% | $12,989-98.3% | $433-48.1% |