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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,462 | $48,277+58.4% | $67,511+13.3% | $80,874-5.5% |
| Participation rate | 98.9% | 66.4%+32.6pp | 72.9%+26.0pp | 67.6%+31.3pp |
| Annual return | 15.19% | 18.27%-3.1pp | 3517.41%-3502.2pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,718 | $2,021+34.5% | $2,733-0.5% | $2,756-1.4% |
| Participant deferral / active EE | $5,683 | $2,926+94.2% | $4,000+42.1% | $4,297+32.3% |
| Admin fee / account holder | $11 | $3,687-99.7% | $3,999-99.7% | $6,935-99.8% |