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 13 · EIN 42-0127290 | Contract Administrator | $95,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,926 | $82,979+177.1% | $102,383+124.6% | $77,714+195.9% |
| Participation rate | 90.1% | 71.5%+18.6pp | 74.5%+15.6pp | 70.6%+19.5pp |
| Annual return | 15.34% | 19.11%-3.8pp | 24.94%-9.6pp | 31.26%-15.9pp |
| Employer contribution / active EE | $3,427 | $3,554-3.6% | $3,870-11.5% | $2,727+25.7% |
| Participant deferral / active EE | $8,233 | $4,109+100.4% | $5,060+62.7% | $4,649+77.1% |
| Admin fee / account holder | $264 | $639-58.7% | $8,391-96.9% | $433-39.1% |