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 |
|---|---|---|
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,468 | $67,594+54.6% | $77,361+35.0% | $69,733+49.8% |
| Participation rate | 99.3% | 71.7%+27.6pp | 75.0%+24.3pp | 62.5%+36.8pp |
| Annual return | 12.89% | 19.20%-6.3pp | 1011.54%-998.6pp | 15.22%-2.3pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $8,165 | $3,401+140.1% | $3,911+108.8% | $3,054+167.3% |
| Admin fee / account holder | $17 | $1,159-98.5% | $5,894-99.7% | $3,102-99.4% |