Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $1,282 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $951 |
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $127 |
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 | $86,029 | $68,408+25.8% | $57,196+50.4% | $57,658+49.2% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.3%-4.7pp | 70.2%+0.4pp |
| Annual return | 6.78% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,974 | $2,869+3.7% | $2,683+10.9% | $1,974+50.7% |
| Participant deferral / active EE | $3,740 | $2,903+28.8% | $3,096+20.8% | $3,061+22.2% |
| Admin fee / account holder | $7 | $70-89.7% | $3,141-99.8% | $95-92.4% |