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 27 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Advisory (Plan) | $78 |
Participant contribution per participant 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 | $44,060 | $77,920-43.5% | $149,723-70.6% | $75,177-41.4% |
| Participation rate | 94.0% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.8pp |
| Annual return | 29.60% | 31.72%-2.1pp | 134.50%-104.9pp | 160.75%-131.1pp |
| Employer contribution / active EE | $3,954 | $3,138+26.0% | $4,821-18.0% | $2,671+48.0% |
| Participant deferral / active EE | $329 | $3,411-90.4% | $5,682-94.2% | $4,126-92.0% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |