Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $150 |
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 | $19,447 | $46,599-58.3% | $64,101-69.7% | $75,173-74.1% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 8.88% | 26.06%-17.2pp | 33.72%-24.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $1,060 | $1,975-46.3% | $2,749-61.4% | $2,671-60.3% |
| Participant deferral / active EE | $1,616 | $2,837-43.1% | $3,881-58.4% | $4,126-60.8% |
| Admin fee / account holder | $1 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |