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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $630 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,877 | $86,692+39.4% | $119,634+1.0% | $66,949+80.6% |
| Participation rate | 87.4% | 75.6%+11.8pp | 79.3%+8.1pp | 69.8%+17.6pp |
| Annual return | -18.15% | -8.00%-10.1pp | -14.98%-3.2pp | 1.57%-19.7pp |
| Employer contribution / active EE | $4,507 | $2,536+77.7% | $4,232+6.5% | $2,545+77.1% |
| Participant deferral / active EE | $2,647 | $4,360-39.3% | $5,601-52.7% | $4,239-37.5% |
| Admin fee / account holder | $6 | $755-99.2% | $10,329-99.9% | $594-99.0% |