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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND Service code 23 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Insurance services | $7,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,559 | $52,467+66.9% | $57,196+53.1% | $55,167+58.7% |
| Participation rate | 55.0% | 75.8%-20.8pp | 75.3%-20.3pp | 69.0%-14.0pp |
| Annual return | 6.75% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,810 | $2,477-26.9% | $2,683-32.5% | $1,963-7.8% |
| Participant deferral / active EE | $2,479 | $2,830-12.4% | $3,096-19.9% | $3,054-18.8% |
| Admin fee / account holder | $50 | $269-81.5% | $3,141-98.4% | $504-90.1% |