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 | $69,771+73.7% | $67,524+79.5% | $74,400+62.9% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.09% | -40.49%+53.6pp | 3519.41%-3506.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $4,024 | $2,710+48.5% | $2,734+47.2% | $2,624+53.3% |
| Participant deferral / active EE | $6,000 | $3,638+64.9% | $4,001+49.9% | $4,348+38.0% |
| Admin fee / account holder | $1 | $889-99.8% | $4,001-100.0% | $1,944-99.9% |