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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,060 | $70,917-50.6% | $98,916-64.6% | $73,493-52.3% |
| Participation rate | 95.1% | 73.8%+21.3pp | 76.0%+19.1pp | 70.7%+24.4pp |
| Annual return | 17.95% | 34.18%-16.2pp | 196.45%-178.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $298 | $2,037-85.4% | $2,689-88.9% | $2,270-86.9% |
| Participant deferral / active EE | $1,915 | $3,501-45.3% | $4,245-54.9% | $3,740-48.8% |
| Admin fee / account holder | $28 | $535-94.8% | $6,642-99.6% | $513-94.5% |