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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $38,977 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,875 | $42,917+211.9% | $60,899+119.8% | $68,495+95.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.59% | -13.99%+2.4pp | 16.92%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $3,911 | $1,979+97.6% | $2,702+44.7% | $2,596+50.6% |
| Participant deferral / active EE | $7,926 | $2,867+176.5% | $3,817+107.6% | $4,028+96.8% |
| Admin fee / account holder | $117 | $3,102-96.2% | $3,225-96.4% | $5,403-97.8% |