Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $5,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,203 | $106,749-73.6% | $145,433-80.6% | $82,448-65.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.34% | 27.59%-2.3pp | 66.58%-41.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $2,714 | $3,444-21.2% | $4,554-40.4% | $2,551+6.4% |
| Participant deferral / active EE | $12,133 | $6,519+86.1% | $7,897+53.6% | $4,139+193.1% |
| Admin fee / account holder | $53 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |