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 | $13,909 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,501 | $51,223+156.7% | $82,763+58.9% | $66,949+96.4% |
| Participation rate | 97.5% | 67.9%+29.6pp | 72.6%+25.0pp | 69.8%+27.7pp |
| Annual return | -4.28% | -9.85%+5.6pp | 702.45%-706.7pp | 1.57%-5.8pp |
| Employer contribution / active EE | $10,580 | $2,611+305.2% | $3,008+251.7% | $2,545+315.6% |
| Participant deferral / active EE | $6,471 | $3,460+87.0% | $4,395+47.2% | $4,239+52.7% |
| Admin fee / account holder | $79 | $415-80.9% | $5,325-98.5% | $594-86.6% |