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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,348 | $61,356-61.9% | $149,696-84.4% | $71,511-67.4% |
| Participation rate | 35.1% | 62.5%-27.4pp | 78.8%-43.7pp | 67.9%-32.9pp |
| Annual return | 18.72% | 35.86%-17.1pp | 134.46%-115.7pp | 28.86%-10.1pp |
| Employer contribution / active EE | $646 | $2,382-72.9% | $4,821-86.6% | $2,589-75.1% |
| Participant deferral / active EE | $1,478 | $2,920-49.4% | $5,682-74.0% | $4,291-65.5% |
| Admin fee / account holder | $51 | $1,263-96.0% | $13,212-99.6% | $1,588-96.8% |