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 64 · EIN 13-1624203 | Recordkeeping Fees | $20,094 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,292 | $83,884-67.5% | $64,101-57.4% | $74,460-63.3% |
| Participation rate | 86.8% | 76.6%+10.2pp | 72.3%+14.5pp | 70.7%+16.1pp |
| Annual return | 17.02% | 16.57%+0.4pp | 33.72%-16.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,724 | $3,084-44.1% | $2,749-37.3% | $2,638-34.7% |
| Participant deferral / active EE | $1,911 | $3,692-48.2% | $3,881-50.7% | $4,530-57.8% |
| Admin fee / account holder | $23 | $196-88.5% | $3,070-99.3% | $348-93.5% |