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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,219 | $69,745+73.8% | $67,511+79.6% | $74,546+62.6% |
| Participation rate | 99.3% | 71.3%+28.0pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.09% | -40.37%+53.5pp | 3517.41%-3504.3pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $4,024 | $2,705+48.8% | $2,733+47.3% | $2,624+53.3% |
| Participant deferral / active EE | $6,000 | $3,636+65.0% | $4,000+50.0% | $4,347+38.0% |
| Admin fee / account holder | $1 | $894-99.8% | $3,999-100.0% | $1,944-99.9% |