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 |
|---|---|---|
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $26,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,117 | $51,606+16.5% | $129,339-53.5% | $80,911-25.7% |
| Participation rate | 86.2% | 57.0%+29.2pp | 69.6%+16.6pp | 67.6%+18.6pp |
| Annual return | 13.92% | 20.76%-6.8pp | 9437.05%-9423.1pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,555 | $1,582+61.5% | $4,154-38.5% | $2,756-7.3% |
| Participant deferral / active EE | $4,229 | $2,669+58.5% | $4,170+1.4% | $4,297-1.6% |
| Admin fee / account holder | $245 | $4,310-94.3% | $7,668-96.8% | $6,935-96.5% |