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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,926 | $46,599+275.4% | $64,101+172.9% | $75,173+132.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.41% | 26.06%-10.6pp | 33.72%-18.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $6,616 | $1,975+234.9% | $2,749+140.7% | $2,671+147.7% |
| Participant deferral / active EE | $11,419 | $2,837+302.5% | $3,881+194.2% | $4,126+176.7% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |