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 Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $1,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,010 | $78,690-13.6% | $161,489-57.9% | $87,485-22.3% |
| Participation rate | 92.9% | 67.5%+25.4pp | 78.7%+14.2pp | 68.9%+23.9pp |
| Annual return | 9.68% | 32.74%-23.1pp | 89.72%-80.0pp | 26.06%-16.4pp |
| Employer contribution / active EE | $2,157 | $2,588-16.7% | $4,268-49.5% | $2,596-16.9% |
| Participant deferral / active EE | $2,786 | $3,311-15.9% | $5,630-50.5% | $4,274-34.8% |
| Admin fee / account holder | $9 | $6,724-99.9% | $16,006-99.9% | $7,775-99.9% |