Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,571 | $53,216-8.7% | $155,534-68.8% | $199,960-75.7% |
| Participation rate | 71.4% | 64.1%+7.3pp | 78.2%-6.8pp | 72.0%-0.6pp |
| Annual return | 14.51% | 41.18%-26.7pp | 64.92%-50.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $2,814 | $1,848+52.2% | $4,675-39.8% | $3,036-7.3% |
| Participant deferral / active EE | $5,063 | $3,164+60.0% | $5,630-10.1% | $5,087-0.5% |
| Admin fee / account holder | $15 | $186-91.9% | $15,900-99.9% | $269-94.4% |