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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,873 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE Service code 14 · EIN 13-1624203 | Plan Administrator | $487 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,212 | $68,408+2.6% | $57,196+22.8% | $57,658+21.8% |
| Participation rate | 88.6% | 79.1%+9.5pp | 75.3%+13.3pp | 70.2%+18.4pp |
| Annual return | 6.99% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,073 | $2,869+7.1% | $2,683+14.5% | $1,974+55.7% |
| Participant deferral / active EE | $3,254 | $2,903+12.1% | $3,096+5.1% | $3,061+6.3% |
| Admin fee / account holder | $2 | $70-96.9% | $3,141-99.9% | $95-97.7% |