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 99 · EIN 61-1758632 | Other Fees | $10,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,275 | $64,729-67.1% | $112,263-81.0% | $68,490-68.9% |
| Participation rate | 78.3% | 67.2%+11.1pp | 75.1%+3.2pp | 67.9%+10.4pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $739 | $2,746-73.1% | $3,636-79.7% | $2,597-71.6% |
| Participant deferral / active EE | $2,339 | $3,566-34.4% | $4,729-50.5% | $4,028-41.9% |
| Admin fee / account holder | $22 | $5,222-99.6% | $6,410-99.6% | $5,403-99.6% |