Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,222 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,492 | $27,800-80.2% | $58,507-90.6% | $71,529-92.3% |
| Participation rate | 75.3% | 34.6%+40.7pp | 50.9%+24.4pp | 67.9%+7.3pp |
| Annual return | 22.50% | 26.80%-4.3pp | 4252.32%-4229.8pp | 28.97%-6.5pp |
| Employer contribution / active EE | $737 | $632+16.7% | $1,053-30.0% | $2,590-71.5% |
| Participant deferral / active EE | $1,590 | $1,208+31.6% | $1,922-17.3% | $4,291-62.9% |
| Admin fee / account holder | $1 | $1,637-99.9% | $2,486-99.9% | $1,588-99.9% |