Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 20-8903071 | Consulting | $128,110 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $75,608 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,356 | $129,159-47.1% | $184,243-62.9% | $77,714-12.0% |
| Participation rate | 99.0% | 87.4%+11.7pp | 86.8%+12.2pp | 70.6%+28.5pp |
| Annual return | 17.62% | 33.22%-15.6pp | 28.82%-11.2pp | 31.26%-13.6pp |
| Employer contribution / active EE | $2,453 | $4,410-44.4% | $6,427-61.8% | $2,727-10.0% |
| Participant deferral / active EE | $10,420 | $7,305+42.6% | $9,132+14.1% | $4,649+124.1% |
| Admin fee / account holder | $354 | $256+38.3% | $13,914-97.5% | $433-18.4% |