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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,855 | $82,163-10.1% | $125,363-41.1% | $64,814+13.9% |
| Participation rate | 86.7% | 77.9%+8.8pp | 82.4%+4.3pp | 71.5%+15.3pp |
| Annual return | -10.50% | 3.49%-14.0pp | 572.15%-582.7pp | 32.84%-43.3pp |
| Employer contribution / active EE | $1,883 | $3,616-47.9% | $4,815-60.9% | $2,507-24.9% |
| Participant deferral / active EE | $2,598 | $7,175-63.8% | $7,447-65.1% | $4,310-39.7% |
| Admin fee / account holder | $2 | $163-98.5% | $10,005-100.0% | $188-98.7% |