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 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,585 | $55,472-3.4% | $155,567-65.6% | $74,546-28.1% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 12.82% | 268.72%-255.9pp | 64.74%-51.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,825 | $2,269+24.5% | $4,674-39.6% | $2,624+7.6% |
| Participant deferral / active EE | $3,140 | $2,838+10.7% | $5,628-44.2% | $4,347-27.8% |
| Admin fee / account holder | $236 | $1,743-86.4% | $15,916-98.5% | $1,944-87.8% |