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 27 · EIN 43-1451524 | Advisory (Plan) | $37,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,133 |
Annual investment return 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 | $82,330 | $84,493-2.6% | $125,381-34.3% | $66,938+23.0% |
| Participation rate | 81.5% | 76.4%+5.1pp | 82.4%-0.9pp | 69.8%+11.7pp |
| Annual return | -18.22% | -8.49%-9.7pp | 572.31%-590.5pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,116 | $3,554-40.4% | $4,815-56.0% | $2,545-16.8% |
| Participant deferral / active EE | $10,813 | $6,783+59.4% | $7,448+45.2% | $4,238+155.1% |
| Admin fee / account holder | $109 | $685-84.0% | $10,007-98.9% | $594-81.6% |