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 |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 | Plan Administrator | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,857 | $53,8410% | $75,731-28.9% | $85,851-37.3% |
| Participation rate | 88.6% | 69.0%+19.6pp | 74.8%+13.8pp | 69.3%+19.3pp |
| Annual return | 16.90% | 24.54%-7.6pp | 104.65%-87.7pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,532 | $2,895+22.0% | $3,820-7.5% | $3,952-10.6% |
| Admin fee / account holder | $1 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |