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 06-1050034 | Contract Administrator | $1,490 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,829 | $46,173-37.6% | $170,439-83.1% | $69,631-58.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 3.98% | 21.62%-17.6pp | 205.94%-202.0pp | 27571.02%-27567.0pp |
| Employer contribution / active EE | $1,962 | $1,610+21.9% | $5,433-63.9% | $2,032-3.4% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $116-95.3% | $13,881-100.0% | $110-95.1% |