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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $19,812 |
Service code 13 · EIN 04-3458623 435 LANCASTER STREET SUITE 210B · LEOMINSTER, MA 01453 | Contract Administrator | $2,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,630 | $38,165-59.0% | $189,758-91.8% | $69,255-77.4% |
| Participation rate | 69.3% | 66.7%+2.6pp | 79.8%-10.5pp | 69.0%+0.2pp |
| Annual return | 13.44% | 14.65%-1.2pp | 52.62%-39.2pp | 26.73%-13.3pp |
| Employer contribution / active EE | $998 | $1,589-37.2% | $4,767-79.1% | $2,645-62.3% |
| Participant deferral / active EE | $2,075 | $2,073+0.1% | $5,856-64.6% | $2,890-28.2% |
| Admin fee / account holder | $50 | $714-93.0% | $20,388-99.8% | $733-93.1% |