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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,410 | $101,653-57.3% | $147,080-70.5% | $74,459-41.7% |
| Participation rate | 98.0% | 75.6%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 25.20% | 8754.98%-8729.8pp | 420.17%-395.0pp | 1369.70%-1344.5pp |
| Employer contribution / active EE | $4,190 | $3,813+9.9% | $4,933-15.1% | $2,626+59.6% |
| Participant deferral / active EE | $9,018 | $7,304+23.5% | $8,066+11.8% | $4,350+107.3% |
| Admin fee / account holder | $31 | $1,752-98.2% | $12,989-99.8% | $1,945-98.4% |