Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,356 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,295 | $66,004-11.7% | $81,820-28.8% | $77,714-25.0% |
| Participation rate | 91.7% | 65.8%+25.9pp | 72.4%+19.4pp | 70.6%+21.2pp |
| Annual return | 13.88% | 26.65%-12.8pp | 777.93%-764.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $3,565 | $2,375+50.1% | $2,915+22.3% | $2,727+30.7% |
| Participant deferral / active EE | $0 | $3,508-100.0% | $4,323-100.0% | $4,649-100.0% |
| Admin fee / account holder | $24 | $527-95.4% | $7,391-99.7% | $433-94.3% |