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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $82,341 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$96,394 |
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 | $177,277 | $113,568+56.1% | $67,560+162.4% | $200,096-11.4% |
| Participation rate | 79.2% | 73.3%+5.8pp | 72.9%+6.2pp | 72.0%+7.2pp |
| Annual return | 11.93% | 15.88%-4.0pp | 3533.50%-3521.6pp | 34.26%-22.3pp |
| Employer contribution / active EE | $4,736 | $3,409+38.9% | $2,737+73.1% | $3,038+55.9% |
| Participant deferral / active EE | $4,320 | $4,163+3.8% | $4,004+7.9% | $5,090-15.1% |
| Admin fee / account holder | -$7 | $102-106.4% | $3,994-100.2% | $269-102.4% |