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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $971 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,824 | $69,774-41.5% | $67,561-39.6% | $74,429-45.2% |
| Participation rate | 91.8% | 71.4%+20.4pp | 72.9%+18.9pp | 67.2%+24.6pp |
| Annual return | 11.85% | -40.53%+52.4pp | 3525.44%-3513.6pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $2,460 | $2,710-9.2% | $2,735-10.0% | $2,625-6.3% |
| Participant deferral / active EE | $2,886 | $3,636-20.6% | $4,003-27.9% | $4,348-33.6% |
| Admin fee / account holder | $3 | $890-99.7% | $4,006-99.9% | $1,944-99.8% |