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 |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 265 FRANKLIN STREET, SUITE 401 · BOSTON, MA 02110 | Advisory (Plan) | $9,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,838 | $91,760+98.2% | $156,181+16.4% | $67,986+167.5% |
| Participation rate | 98.7% | 65.0%+33.7pp | 78.8%+19.9pp | 57.2%+41.5pp |
| Annual return | 15.80% | 18.14%-2.3pp | 64.87%-49.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $3,339 | $2,419+38.0% | $4,294-22.2% | $2,019+65.4% |
| Participant deferral / active EE | $7,844 | $3,960+98.1% | $6,132+27.9% | $3,358+133.6% |
| Admin fee / account holder | $56 | $3,949-98.6% | $14,586-99.6% | $3,203-98.3% |