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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,151 | $54,370+43.7% | $82,763-5.6% | $68,490+14.1% |
| Participation rate | 75.6% | 63.9%+11.7pp | 72.6%+3.0pp | 67.9%+7.7pp |
| Annual return | -14.98% | -13.67%-1.3pp | 702.45%-717.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,499 | $2,219+102.7% | $3,008+49.6% | $2,597+73.3% |
| Participant deferral / active EE | $3,992 | $3,247+23.0% | $4,395-9.2% | $4,028-0.9% |
| Admin fee / account holder | $2 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |