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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $26,436 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,919 | $56,095-0.3% | $178,503-68.7% | $90,274-38.1% |
| Participation rate | 95.3% | 65.6%+29.7pp | 81.9%+13.4pp | 73.4%+22.0pp |
| Annual return | 14.18% | 28.81%-14.6pp | 151.12%-136.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $3,557 | $1,572+126.2% | $5,011-29.0% | $2,523+41.0% |
| Participant deferral / active EE | $4,303 | $2,669+61.3% | $5,202-17.3% | $4,231+1.7% |
| Admin fee / account holder | $13 | $101-87.4% | $13,987-99.9% | $114-88.9% |