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 | $175 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,231 | $69,774-25.1% | $67,561-22.7% | $74,429-29.8% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.56% | -40.53%+52.1pp | 3525.44%-3513.9pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,260 | $2,710-53.5% | $2,735-53.9% | $2,625-52.0% |
| Participant deferral / active EE | $1,037 | $3,636-71.5% | $4,003-74.1% | $4,348-76.1% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |