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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $169,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,582 | $67,512-62.1% | $185,854-86.2% | $93,010-72.5% |
| Participation rate | 86.5% | 67.1%+19.4pp | 81.7%+4.8pp | 73.9%+12.6pp |
| Annual return | 14.62% | 21.04%-6.4pp | 122.12%-107.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $1,408 | $1,783-21.0% | $5,169-72.8% | $2,705-47.9% |
| Participant deferral / active EE | $2,165 | $3,035-28.7% | $5,569-61.1% | $4,561-52.5% |
| Admin fee / account holder | $39 | $318-87.8% | $16,246-99.8% | $152-74.4% |