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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,860 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,367 | $106,230-21.5% | $147,080-43.3% | $77,736+7.2% |
| Participation rate | 86.5% | 78.4%+8.1pp | 82.2%+4.3pp | 70.6%+15.9pp |
| Annual return | 16.31% | 56.91%-40.6pp | 420.17%-403.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $3,324 | $4,072-18.4% | $4,933-32.6% | $2,728+21.9% |
| Participant deferral / active EE | $6,424 | $8,001-19.7% | $8,066-20.4% | $4,651+38.1% |
| Admin fee / account holder | $12 | $338-96.4% | $12,989-99.9% | $433-97.2% |