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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,625 | $42,909+115.9% | $60,906+52.1% | $68,486+35.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -10.67% | -13.99%+3.3pp | 16.94%-27.6pp | -7.85%-2.8pp |
| Employer contribution / active EE | $7,236 | $1,979+265.7% | $2,703+167.7% | $2,597+178.7% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |