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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,485 |
PLANPILOT, LLC6 years Service code 16 · EIN 45-4168388 | Consulting | $36,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,529 | $79,151+0.5% | $60,919+30.5% | $64,824+22.7% |
| Participation rate | 93.1% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.6pp |
| Annual return | -10.54% | -7.12%-3.4pp | 16.96%-27.5pp | 32.84%-43.4pp |
| Employer contribution / active EE | $3,459 | $3,052+13.3% | $2,704+27.9% | $2,507+38.0% |
| Participant deferral / active EE | $4,702 | $3,727+26.2% | $3,814+23.3% | $4,311+9.1% |
| Admin fee / account holder | $60 | $106-43.2% | $3,228-98.1% | $188-68.1% |