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 21 · EIN 66-0561870 | Bank Trustee | $9,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,839 | $61,166-80.6% | $185,849-93.6% | $79,391-85.1% |
| Participation rate | 88.0% | 66.6%+21.4pp | 81.7%+6.3pp | 70.7%+17.3pp |
| Annual return | 16.59% | 19.45%-2.9pp | 122.10%-105.5pp | 116.88%-100.3pp |
| Employer contribution / active EE | $846 | $2,321-63.5% | $5,169-83.6% | $2,428-65.1% |
| Participant deferral / active EE | $1,921 | $2,789-31.1% | $5,569-65.5% | $4,046-52.5% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |