Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,530 | $30,385-75.2% | $56,054-86.6% | $74,400-89.9% |
| Participation rate | 87.6% | 32.9%+54.7pp | 52.5%+35.1pp | 67.2%+20.4pp |
| Annual return | 14.16% | 24.92%-10.8pp | 1705.95%-1691.8pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $436 | $609-28.4% | $1,039-58.0% | $2,624-83.4% |
| Participant deferral / active EE | $1,116 | $1,174-4.9% | $1,952-42.8% | $4,348-74.3% |
| Admin fee / account holder | $110 | $2,361-95.4% | $2,822-96.1% | $1,944-94.4% |