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 01-0233346 | Recordkeeping | $330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,096 | $101,672-5.5% | $147,117-34.7% | $74,478+29.0% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.2pp | 67.2%+4.7pp |
| Annual return | 11.82% | 8757.83%-8746.0pp | 420.54%-408.7pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,194 | $7,305-15.2% | $8,065-23.2% | $4,350+42.4% |
| Admin fee / account holder | $473 | $1,753-73.0% | $12,993-96.4% | $1,946-75.7% |