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 |
|---|---|---|
BCG SECURITIES1 year Filed as: BCG Service code 15 51 HADDONFIELD RD · CHERRY HILL, NJ 08002 | Recordkeeping | $7,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,368 | $104,497+120.5% | $159,487+44.4% | $79,389+190.2% |
| Participation rate | 97.1% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.4pp |
| Annual return | 17.15% | 67.98%-50.8pp | 263.71%-246.6pp | 116.89%-99.7pp |
| Employer contribution / active EE | $7,489 | $3,418+119.1% | $4,831+55.0% | $2,428+208.4% |
| Participant deferral / active EE | $9,061 | $6,468+40.1% | $7,354+23.2% | $4,046+124.0% |
| Admin fee / account holder | $58 | $711-91.9% | $10,804-99.5% | $626-90.8% |