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 | $69,745-25.1% | $67,511-22.6% | $74,546-29.9% |
| Participation rate | 98.2% | 71.3%+26.9pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.56% | -40.37%+51.9pp | 3517.41%-3505.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,260 | $2,705-53.4% | $2,733-53.9% | $2,624-52.0% |
| Participant deferral / active EE | $1,037 | $3,636-71.5% | $4,000-74.1% | $4,347-76.1% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |