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 |
|---|---|---|
PERSONAL FINANCIAL PROFILES2+ years Service code 26 · EIN 65-0267591 | Advisory (Participants) | $0 |
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 | $91,246 | $46,732+95.3% | $156,551-41.7% | $55,167+65.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.26% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $5,352 | $2,105+154.2% | $5,501-2.7% | $1,963+172.7% |
| Participant deferral / active EE | $2,086 | $2,204-5.4% | $4,871-57.2% | $3,054-31.7% |
| Admin fee / account holder | $206 | $418-50.7% | $13,028-98.4% | $504-59.1% |