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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,421 | $63,768+117.1% | $98,483+40.6% | $79,391+74.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 12.40% | 626.18%-613.8pp | 1494.38%-1482.0pp | 116.88%-104.5pp |
| Employer contribution / active EE | $4,904 | $2,558+91.8% | $2,961+65.6% | $2,428+102.0% |
| Participant deferral / active EE | $6,844 | $3,305+107.1% | $4,276+60.0% | $4,046+69.2% |
| Admin fee / account holder | $1 | $516-99.8% | $5,953-100.0% | $627-99.8% |