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 | $33,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,599 | $56,540-47.6% | $185,851-84.1% | $86,821-65.9% |
| Participation rate | 78.8% | 65.5%+13.3pp | 81.7%-2.9pp | 72.3%+6.5pp |
| Annual return | 17.17% | 118.20%-101.0pp | 122.11%-104.9pp | 97.94%-80.8pp |
| Employer contribution / active EE | $1,396 | $1,844-24.3% | $5,168-73.0% | $2,406-42.0% |
| Participant deferral / active EE | $1,802 | $2,555-29.5% | $5,569-67.6% | $4,132-56.4% |
| Admin fee / account holder | $10 | $150-93.1% | $16,245-99.9% | $170-94.0% |