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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,682 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,290 |
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 | $68,305 | $56,540+20.8% | $185,851-63.2% | $86,821-21.3% |
| Participation rate | 89.9% | 65.5%+24.4pp | 81.7%+8.2pp | 72.3%+17.6pp |
| Annual return | 19.35% | 118.20%-98.9pp | 122.11%-102.8pp | 97.94%-78.6pp |
| Employer contribution / active EE | $2,854 | $1,844+54.8% | $5,168-44.8% | $2,406+18.6% |
| Participant deferral / active EE | $5,350 | $2,555+109.4% | $5,569-3.9% | $4,132+29.5% |
| Admin fee / account holder | $85 | $150-43.5% | $16,245-99.5% | $170-50.1% |