Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $24,151 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $10,423 |
EXPAND FINANCIAL2 years Service code 99 · EIN 27-1124147 | Other Fees | $8,516 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 49 | Other Services | $4,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,131 | $106,230-58.5% | $147,080-70.0% | $77,736-43.2% |
| Participation rate | 65.5% | 78.4%-12.9pp | 82.2%-16.7pp | 70.6%-5.1pp |
| Annual return | 19.05% | 56.91%-37.9pp | 420.17%-401.1pp | 31.26%-12.2pp |
| Employer contribution / active EE | $1,632 | $4,072-59.9% | $4,933-66.9% | $2,728-40.2% |
| Participant deferral / active EE | $7,502 | $8,001-6.2% | $8,066-7.0% | $4,651+61.3% |
| Admin fee / account holder | $112 | $338-66.8% | $12,989-99.1% | $433-74.1% |