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 13 · EIN 42-0127290 | Contract Administrator | $35,757 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,298 | $36,002+34.2% | $161,489-70.1% | $64,728-25.4% |
| Participation rate | 92.2% | 57.4%+34.8pp | 78.7%+13.5pp | 57.9%+34.3pp |
| Annual return | 12.97% | 33.93%-21.0pp | 89.72%-76.7pp | 49.38%-36.4pp |
| Employer contribution / active EE | $1,600 | $1,380+16.0% | $4,268-62.5% | $2,243-28.7% |
| Participant deferral / active EE | $5,044 | $1,815+177.9% | $5,630-10.4% | $2,729+84.8% |
| Admin fee / account holder | $108 | $931-88.4% | $16,006-99.3% | $1,145-90.5% |