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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,013 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,424 | $75,388-27.8% | $123,553-56.0% | $55,727-2.3% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.3%+15.5pp | 70.9%+26.9pp |
| Annual return | -3.06% | 4.48%-7.5pp | 119.21%-122.3pp | 244.94%-248.0pp |
| Employer contribution / active EE | $4,211 | $3,063+37.5% | $4,628-9.0% | $2,078+102.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $120-97.2% | $9,284-100.0% | $115-97.1% |