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 | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,195 | $60,989+57.7% | $60,906+57.9% | $66,938+43.7% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.1%+22.5pp | 69.8%+25.8pp |
| Annual return | -15.12% | -9.60%-5.5pp | 16.94%-32.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,502 | $2,661+31.6% | $2,703+29.5% | $2,545+37.6% |
| Participant deferral / active EE | $5,449 | $3,615+50.7% | $3,814+42.9% | $4,238+28.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |