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 12 · EIN 62-1291257 | Trustee (bank, trust company, or simi... | $53,980 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,039 | $61,172-8.4% | $185,851-69.8% | $79,389-29.4% |
| Participation rate | 87.9% | 66.6%+21.3pp | 81.7%+6.2pp | 70.7%+17.2pp |
| Annual return | 17.05% | 19.45%-2.4pp | 122.11%-105.1pp | 116.89%-99.8pp |
| Employer contribution / active EE | $1,529 | $2,321-34.1% | $5,168-70.4% | $2,428-37.0% |
| Participant deferral / active EE | $3,272 | $2,788+17.4% | $5,569-41.2% | $4,046-19.1% |
| Admin fee / account holder | $331 | $710-53.3% | $16,245-98.0% | $626-47.1% |