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 Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,863 | $69,745-8.4% | $67,511-5.4% | $74,546-14.3% |
| Participation rate | 95.9% | 71.3%+24.5pp | 72.9%+23.0pp | 67.2%+28.6pp |
| Annual return | 13.40% | -40.37%+53.8pp | 3517.41%-3504.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,715 | $2,705-36.6% | $2,733-37.2% | $2,624-34.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |