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 LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,341 | $62,166-2.9% | $81,286-25.8% | $74,429-18.9% |
| Participation rate | 93.8% | 64.1%+29.8pp | 69.5%+24.3pp | 67.2%+26.6pp |
| Annual return | 12.27% | 16.50%-4.2pp | 24.80%-12.5pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,294 | $1,881+22.0% | $2,463-6.8% | $2,625-12.6% |
| Participant deferral / active EE | $4,055 | $3,223+25.8% | $3,883+4.4% | $4,348-6.8% |
| Admin fee / account holder | $9 | $1,925-99.5% | $5,764-99.8% | $1,944-99.5% |