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 13 · EIN 42-0127290 | Contract Administrator | $41,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,922 | $62,166-10.0% | $81,353-31.3% | $74,459-24.9% |
| Participation rate | 98.7% | 64.1%+34.6pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 16.49% | 16.50%0pp | 24.82%-8.3pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $4,777 | $1,881+154.0% | $2,464+93.9% | $2,626+81.9% |
| Participant deferral / active EE | $8,309 | $3,223+157.8% | $3,885+113.9% | $4,350+91.0% |
| Admin fee / account holder | $254 | $1,925-86.8% | $5,766-95.6% | $1,945-86.9% |