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 | $129,227-47.1% | $184,256-62.9% | $77,762-12.1% |
| Participation rate | 99.0% | 87.4%+11.7pp | 86.8%+12.2pp | 70.6%+28.5pp |
| Annual return | 17.62% | 33.24%-15.6pp | 28.85%-11.2pp | 31.27%-13.7pp |
| Employer contribution / active EE | $2,453 | $4,412-44.4% | $6,427-61.8% | $2,728-10.1% |
| Participant deferral / active EE | $10,420 | $7,307+42.6% | $9,133+14.1% | $4,651+124.0% |
| Admin fee / account holder | $354 | $256+38.3% | $13,899-97.5% | $433-18.3% |