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 |
|---|---|---|
DEMARS PENSION CONSULTING SERVICES10+ years Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 662101515 | Accounting | $6,109 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $890 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,963 | $64,462-16.3% | $81,482-33.8% | $80,911-33.3% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.5%+28.5pp | 67.6%+30.3pp |
| Annual return | 16.15% | 16.35%-0.2pp | 24.79%-8.6pp | 35.63%-19.5pp |
| Employer contribution / active EE | $463 | $1,979-76.6% | $2,463-81.2% | $2,756-83.2% |
| Participant deferral / active EE | $2,239 | $3,094-27.6% | $3,885-42.4% | $4,297-47.9% |
| Admin fee / account holder | $183 | $5,678-96.8% | $5,761-96.8% | $6,935-97.4% |