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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,001 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,180 | $69,771+63.6% | $67,524+69.1% | $74,400+53.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | -40.49%+56.1pp | 3519.41%-3503.8pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $8,469 | $2,710+212.5% | $2,734+209.8% | $2,624+222.7% |
| Participant deferral / active EE | $8,008 | $3,638+120.1% | $4,001+100.1% | $4,348+84.2% |
| Admin fee / account holder | $88 | $889-90.1% | $4,001-97.8% | $1,944-95.5% |