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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,261 | $69,774+25.1% | $67,561+29.2% | $74,429+17.2% |
| Participation rate | 96.0% | 71.4%+24.7pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 13.65% | -40.53%+54.2pp | 3525.44%-3511.8pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,975 | $2,710-27.1% | $2,735-27.8% | $2,625-24.7% |
| Participant deferral / active EE | $2,681 | $3,636-26.3% | $4,003-33.0% | $4,348-38.3% |
| Admin fee / account holder | $1 | $890-99.9% | $4,006-100.0% | $1,944-100.0% |