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 |
|---|---|---|
TIAA11+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $26,182 |
Service code 27 · EIN 22-3844414 | Advisory (Plan) | $9,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,780 | $67,594+121.6% | $77,361+93.6% | $69,733+114.8% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.0%+23.7pp | 62.5%+36.3pp |
| Annual return | 11.54% | 19.20%-7.7pp | 1011.54%-1000.0pp | 15.22%-3.7pp |
| Employer contribution / active EE | $4,917 | $2,649+85.6% | $2,990+64.4% | $2,250+118.5% |
| Participant deferral / active EE | $6,011 | $3,401+76.7% | $3,911+53.7% | $3,054+96.8% |
| Admin fee / account holder | $77 | $1,159-93.4% | $5,894-98.7% | $3,102-97.5% |