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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $17,326 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,677 | $45,312-72.0% | $86,233-85.3% | $67,986-81.4% |
| Participation rate | 92.9% | 42.4%+50.5pp | 69.0%+23.9pp | 57.2%+35.7pp |
| Annual return | 16.49% | 24.79%-8.3pp | 61.39%-44.9pp | 31.67%-15.2pp |
| Employer contribution / active EE | $3,384 | $1,160+191.8% | $2,504+35.1% | $2,019+67.6% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $69 | $3,295-97.9% | $8,342-99.2% | $3,203-97.9% |