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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,652 | $51,642+25.2% | $129,384-50.0% | $80,935-20.1% |
| Participation rate | 73.5% | 56.9%+16.6pp | 69.6%+3.9pp | 67.7%+5.8pp |
| Annual return | 9.46% | 20.78%-11.3pp | 9461.77%-9452.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $799 | $1,583-49.5% | $4,153-80.8% | $2,757-71.0% |
| Participant deferral / active EE | $2,673 | $2,670+0.1% | $4,166-35.8% | $4,299-37.8% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |