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; Participant loan p... | $1,118 |
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 | $45,887 | $73,839-37.9% | $143,788-68.1% | $68,495-33.0% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.2pp |
| Annual return | -14.85% | 1.01%-15.9pp | -0.03%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,257 | $3,184-60.5% | $4,952-74.6% | $2,596-51.6% |
| Participant deferral / active EE | $1,861 | $3,384-45.0% | $5,638-67.0% | $4,028-53.8% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,675-99.9% | $5,403-99.8% |