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 01-0233346 | Recordkeeping | $750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,949 | $52,961+120.8% | $172,752-32.3% | $65,185+79.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.17% | 30.12%-13.0pp | 802.97%-785.8pp | 29.38%-12.2pp |
| Employer contribution / active EE | $8,737 | $2,190+298.9% | $5,144+69.8% | $2,177+301.4% |
| Participant deferral / active EE | $3,604 | $2,471+45.8% | $5,198-30.7% | $3,514+2.6% |
| Admin fee / account holder | $91 | $472-80.8% | $13,955-99.4% | $847-89.3% |