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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,398 | $50,554+11.6% | $67,681-16.7% | $87,485-35.5% |
| Participation rate | 98.9% | 67.7%+31.1pp | 73.7%+25.1pp | 68.9%+29.9pp |
| Annual return | 9.97% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,782 | $1,988+39.9% | $2,678+3.9% | $2,596+7.2% |
| Participant deferral / active EE | $2,632 | $2,961-11.1% | $3,976-33.8% | $4,274-38.4% |
| Admin fee / account holder | $11 | $4,132-99.7% | $6,100-99.8% | $7,775-99.9% |