Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $32,360 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,649 |
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 | $23,219 | $46,332-49.9% | $143,797-83.9% | $64,824-64.2% |
| Participation rate | 86.4% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+14.9pp |
| Annual return | -17.49% | -10.05%-7.4pp | -0.04%-17.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $1,578 | $1,911-17.4% | $4,952-68.1% | $2,507-37.1% |
| Participant deferral / active EE | $4,215 | $2,647+59.2% | $5,638-25.2% | $4,311-2.2% |
| Admin fee / account holder | $176 | $154+14.5% | $14,679-98.8% | $188-6.2% |