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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 21 · EIN 13-1624203 | Bank Trustee | $95,000 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $77,100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,835 | $92,091+71.4% | $63,018+150.5% | $77,958+102.5% |
| Participation rate | 89.2% | 74.5%+14.7pp | 74.8%+14.4pp | 71.6%+17.5pp |
| Annual return | 14.45% | 16.23%-1.8pp | 87.63%-73.2pp | 20.87%-6.4pp |
| Employer contribution / active EE | $5,263 | $3,424+53.7% | $2,761+90.6% | $2,310+127.8% |
| Participant deferral / active EE | $4,342 | $3,361+29.2% | $3,330+30.4% | $3,537+22.8% |
| Admin fee / account holder | $77 | $48+61.0% | $3,601-97.9% | $97-20.8% |