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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,375 | $69,708-13.4% | $67,560-10.6% | $74,478-18.9% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 12.99% | -40.67%+53.7pp | 3533.50%-3520.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,912 | $2,715-29.6% | $2,737-30.2% | $2,626-27.2% |
| Participant deferral / active EE | $2,830 | $3,637-22.2% | $4,004-29.3% | $4,350-34.9% |
| Admin fee / account holder | $8 | $887-99.1% | $3,994-99.8% | $1,946-99.6% |