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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,952 |
PLANPILOT, LLC5 years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 | Consulting | $12,971 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,279 | $69,477+6.9% | $94,679-21.5% | $71,495+3.9% |
| Participation rate | 77.1% | 78.4%-1.4pp | 80.8%-3.7pp | 67.9%+9.1pp |
| Annual return | 17.97% | 29.66%-11.7pp | 156.75%-138.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,833 | $2,853-0.7% | $3,673-22.9% | $2,589+9.4% |
| Participant deferral / active EE | $6,965 | $7,345-5.2% | $7,417-6.1% | $4,291+62.3% |
| Admin fee / account holder | $137 | $1,210-88.6% | $7,233-98.1% | $1,588-91.3% |