Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $169 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,000 | $39,859-74.9% | $78,676-87.3% | $57,658-82.7% |
| Participation rate | 98.5% | 66.1%+32.4pp | 73.6%+25.0pp | 70.2%+28.3pp |
| Annual return | 5.44% | 18.96%-13.5pp | 62.19%-56.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,418 | $1,786-20.6% | $2,850-50.2% | $1,974-28.2% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-99.5% | $4,510-100.0% | $95-99.6% |