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 |
|---|---|---|
MSTI2 years Service code 10 · EIN 54-1577909 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,401 | $93,617-79.3% | $135,982-85.7% | $75,177-74.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -7.62% | 30.89%-38.5pp | 68.32%-75.9pp | 160.75%-168.4pp |
| Employer contribution / active EE | $3,584 | $3,538+1.3% | $4,859-26.2% | $2,671+34.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $118 | $6,980-98.3% | $10,767-98.9% | $5,651-97.9% |