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 |
|---|---|---|
TIAA3+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $13,417 |
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 | $64,021 | $43,344+47.7% | $59,899+6.9% | $64,173-0.2% |
| Participation rate | 99.0% | 69.2%+29.8pp | 74.7%+24.3pp | 69.6%+29.4pp |
| Annual return | 10.54% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $3,215 | $2,030+58.4% | $2,723+18.1% | $2,381+35.0% |
| Participant deferral / active EE | $4,150 | $2,547+62.9% | $3,402+22.0% | $3,470+19.6% |
| Admin fee / account holder | $60 | $3,008-98.0% | $3,592-98.3% | $4,887-98.8% |