Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,378 | $62,409-51.3% | $120,368-74.8% | $74,546-59.2% |
| Participation rate | 80.0% | 56.8%+23.2pp | 71.9%+8.1pp | 67.2%+12.8pp |
| Annual return | 14.77% | 18.62%-3.9pp | 107.26%-92.5pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $1,821 | $1,847-1.4% | $3,465-47.4% | $2,624-30.6% |
| Participant deferral / active EE | $2,808 | $2,888-2.8% | $4,991-43.7% | $4,347-35.4% |
| Admin fee / account holder | $17 | $2,394-99.3% | $9,429-99.8% | $1,944-99.2% |