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 | $406 |
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 | $72,213 | $52,467+37.6% | $57,196+26.3% | $55,167+30.9% |
| Participation rate | 97.4% | 75.8%+21.5pp | 75.3%+22.1pp | 69.0%+28.4pp |
| Annual return | 5.84% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,169 | $2,477-12.5% | $2,683-19.2% | $1,963+10.5% |
| Participant deferral / active EE | $4,231 | $2,830+49.5% | $3,096+36.6% | $3,054+38.5% |
| Admin fee / account holder | $1 | $269-99.6% | $3,141-100.0% | $504-99.8% |