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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $53,787 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,569 | $99,875-3.3% | $146,866-34.2% | $86,983+11.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 11.15% | 28.10%-16.9pp | 102.85%-91.7pp | 25.83%-14.7pp |
| Employer contribution / active EE | $3,459 | $3,224+7.3% | $4,425-21.8% | $2,584+33.9% |
| Participant deferral / active EE | $3,379 | $6,322-46.6% | $7,759-56.4% | $4,194-19.4% |
| Admin fee / account holder | $145 | $7,838-98.1% | $13,620-98.9% | $7,856-98.2% |