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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 760 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,634 | $65,582+68.7% | $64,099+72.6% | $71,495+54.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 13.81% | 18.96%-5.2pp | 33.70%-19.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $5,101 | $2,671+91.0% | $2,748+85.6% | $2,589+97.0% |
| Participant deferral / active EE | $5,632 | $3,628+55.2% | $3,881+45.1% | $4,291+31.3% |
| Admin fee / account holder | $31 | $616-95.0% | $3,070-99.0% | $1,588-98.1% |