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 26 · EIN 71-0294708 | Advisory (Participants) | $29,859 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,376 | $54,193-42.1% | $93,669-66.5% | $77,714-59.6% |
| Participation rate | 92.8% | 63.9%+28.9pp | 68.7%+24.1pp | 70.6%+22.2pp |
| Annual return | 11.98% | 30.54%-18.6pp | 133.59%-121.6pp | 31.26%-19.3pp |
| Employer contribution / active EE | $888 | $1,168-24.0% | $2,424-63.4% | $2,727-67.4% |
| Participant deferral / active EE | $3,801 | $3,144+20.9% | $4,416-13.9% | $4,649-18.2% |
| Admin fee / account holder | $87 | $576-84.9% | $8,291-99.0% | $433-80.0% |