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 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $1,523 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,874 | $70,486+21.8% | $100,528-14.6% | $79,852+7.5% |
| Participation rate | 97.2% | 73.6%+23.6pp | 79.4%+17.8pp | 69.6%+27.6pp |
| Annual return | 20.60% | 21.90%-1.3pp | 30.90%-10.3pp | 31.72%-11.1pp |
| Employer contribution / active EE | $4,907 | $2,165+126.7% | $3,419+43.5% | $2,471+98.6% |
| Participant deferral / active EE | $7,428 | $5,182+43.4% | $6,271+18.4% | $3,740+98.6% |
| Admin fee / account holder | $11 | $4,480-99.7% | $8,084-99.9% | $5,306-99.8% |