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 |
|---|---|---|
BOKF, NA1 year Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $20,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,308 | $54,674-11.6% | $76,089-36.5% | $74,429-35.1% |
| Participation rate | 60.5% | 60.3%+0.2pp | 69.1%-8.6pp | 67.2%-6.7pp |
| Annual return | 13.89% | 31.89%-18.0pp | 360.94%-347.1pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,307 | $1,781-26.6% | $2,690-51.4% | $2,625-50.2% |
| Participant deferral / active EE | $2,276 | $3,071-25.9% | $4,259-46.6% | $4,348-47.7% |
| Admin fee / account holder | $237 | $2,238-89.4% | $6,418-96.3% | $1,944-87.8% |