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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,681 | $48,327-22.0% | $67,575-44.2% | $80,935-53.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.81% | 18.31%-3.5pp | 3528.98%-3514.2pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,392 | $2,022-31.2% | $2,736-49.1% | $2,757-49.5% |
| Participant deferral / active EE | $1,714 | $2,927-41.5% | $4,003-57.2% | $4,299-60.1% |
| Admin fee / account holder | $12 | $3,692-99.7% | $3,993-99.7% | $6,924-99.8% |