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 Service code 15 · EIN 13-1624203 | Recordkeeping | $239 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,894 | $45,079-18.2% | $69,461-46.9% | $72,983-49.4% |
| Participation rate | 87.1% | 68.5%+18.6pp | 74.6%+12.5pp | 69.5%+17.6pp |
| Annual return | 19.34% | 22.65%-3.3pp | 28.97%-9.6pp | 81.01%-61.7pp |
| Employer contribution / active EE | $4,687 | $2,055+128.1% | $2,779+68.7% | $2,440+92.1% |
| Participant deferral / active EE | $5,526 | $2,603+112.3% | $3,536+56.3% | $3,608+53.2% |
| Admin fee / account holder | $2 | $3,056-99.9% | $3,840-99.9% | $5,124-100.0% |