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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,525 | $50,820-36.0% | $155,567-79.1% | $77,671-58.1% |
| Participation rate | 81.7% | 63.1%+18.6pp | 78.2%+3.5pp | 70.6%+11.1pp |
| Annual return | 17.55% | 34.85%-17.3pp | 64.74%-47.2pp | 31.21%-13.7pp |
| Employer contribution / active EE | $1,585 | $1,993-20.5% | $4,674-66.1% | $2,726-41.9% |
| Participant deferral / active EE | $2,047 | $2,823-27.5% | $5,628-63.6% | $4,648-55.9% |
| Admin fee / account holder | $14 | $436-96.7% | $15,916-99.9% | $430-96.7% |