Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $297 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,629 | $48,284+338.3% | $67,524+213.4% | $80,911+161.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.69% | 18.27%-6.6pp | 3519.41%-3507.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $9,977 | $2,021+393.5% | $2,734+264.9% | $2,756+262.0% |
| Participant deferral / active EE | $6,808 | $2,927+132.6% | $4,001+70.1% | $4,297+58.4% |
| Admin fee / account holder | $9 | $3,688-99.8% | $4,001-99.8% | $6,935-99.9% |