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 | $99,149 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $82,443 |
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 | $58,122 | $100,272-42.0% | $170,043-65.8% | $74,460-21.9% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 70.7%+27.3pp |
| Annual return | 22.01% | 66.12%-44.1pp | 53.40%-31.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $2,395 | $4,266-43.9% | $6,790-64.7% | $2,638-9.2% |
| Participant deferral / active EE | $10,214 | $7,147+42.9% | $10,410-1.9% | $4,530+125.5% |
| Admin fee / account holder | $317 | $235+35.2% | $12,824-97.5% | $348-8.8% |