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 13 · EIN 13-1624203 TIAA · NEW YORK, NY 100173206 | Contract Administrator | $1,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,956 | $69,774+44.7% | $67,561+49.4% | $74,429+35.6% |
| Participation rate | 43.1% | 71.4%-28.3pp | 72.9%-29.8pp | 67.2%-24.1pp |
| Annual return | 13.40% | -40.53%+53.9pp | 3525.44%-3512.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,454 | $2,710-46.4% | $2,735-46.8% | $2,625-44.6% |
| Participant deferral / active EE | $1,474 | $3,636-59.5% | $4,003-63.2% | $4,348-66.1% |
| Admin fee / account holder | $158 | $890-82.3% | $4,006-96.1% | $1,944-91.9% |