Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $4,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,691 | $45,022-82.9% | $85,126-91.0% | $77,714-90.1% |
| Participation rate | 95.6% | 48.7%+46.9pp | 67.5%+28.1pp | 70.6%+25.0pp |
| Annual return | 16.09% | 79.38%-63.3pp | 66.63%-50.5pp | 31.26%-15.2pp |
| Employer contribution / active EE | $730 | $1,610-54.7% | $2,731-73.3% | $2,727-73.2% |
| Participant deferral / active EE | $1,829 | $2,811-34.9% | $4,523-59.6% | $4,649-60.7% |
| Admin fee / account holder | $9 | $913-99.0% | $6,160-99.9% | $433-97.9% |