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 | $25,814 |
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 | $124,423 | $65,322+90.5% | $70,476+76.5% | $73,493+69.3% |
| Participation rate | 97.4% | 77.0%+20.4pp | 75.1%+22.3pp | 70.7%+26.7pp |
| Annual return | 104.07% | 15.71%+88.4pp | 109.12%-5.0pp | 28.51%+75.6pp |
| Employer contribution / active EE | $4,816 | $2,460+95.8% | $2,738+75.9% | $2,270+112.2% |
| Participant deferral / active EE | $6,555 | $3,375+94.2% | $3,710+76.7% | $3,740+75.3% |
| Admin fee / account holder | $32 | $214-85.2% | $3,847-99.2% | $513-93.8% |