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 15 · EIN 35-0145825 | Recordkeeping | $48,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,864 | $34,634-60.0% | $77,100-82.0% | $64,824-78.6% |
| Participation rate | 89.9% | 49.8%+40.1pp | 67.9%+22.0pp | 71.5%+18.4pp |
| Annual return | -11.98% | -5.31%-6.7pp | 42.35%-54.3pp | 32.84%-44.8pp |
| Employer contribution / active EE | $383 | $1,385-72.4% | $2,815-86.4% | $2,507-84.7% |
| Participant deferral / active EE | $1,254 | $2,553-50.9% | $4,430-71.7% | $4,311-70.9% |
| Admin fee / account holder | $13 | $178-92.9% | $5,443-99.8% | $188-93.3% |