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 15 · EIN 13-1624203 | Recordkeeping | $538 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,079 | $65,582+70.9% | $64,099+74.9% | $71,495+56.8% |
| Participation rate | 99.3% | 73.2%+26.1pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 14.42% | 18.96%-4.5pp | 33.70%-19.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,729 | $2,671+39.6% | $2,748+35.7% | $2,589+44.0% |
| Participant deferral / active EE | $5,365 | $3,628+47.9% | $3,881+38.2% | $4,291+25.0% |
| Admin fee / account holder | $2 | $616-99.6% | $3,070-99.9% | $1,588-99.9% |