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 | Claims processing; Recordkeeping and ... | $2,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,169 | $47,105+53.2% | $68,368+5.6% | $67,986+6.2% |
| Participation rate | 73.9% | 51.8%+22.1pp | 73.8%+0.2pp | 57.2%+16.7pp |
| Annual return | 14.37% | 48.37%-34.0pp | 292.57%-278.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,534 | $1,859-17.4% | $2,649-42.1% | $2,019-24.0% |
| Participant deferral / active EE | $2,744 | $2,374+15.6% | $4,123-33.5% | $3,358-18.3% |
| Admin fee / account holder | $8 | $2,435-99.7% | $5,150-99.8% | $3,203-99.7% |