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 | Participant loan processing; Claims p... | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,136 | $61,338-29.7% | $149,717-71.2% | $71,495-39.7% |
| Participation rate | 59.1% | 62.5%-3.4pp | 78.8%-19.6pp | 67.9%-8.8pp |
| Annual return | 10.63% | 35.86%-25.2pp | 134.41%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $1,160 | $2,381-51.3% | $4,820-75.9% | $2,589-55.2% |
| Participant deferral / active EE | $1,827 | $2,919-37.4% | $5,682-67.9% | $4,291-57.4% |
| Admin fee / account holder | $2 | $1,263-99.9% | $13,213-100.0% | $1,588-99.9% |