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 ... | $989 |
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 | $46,128 | $47,180-2.2% | $149,723-69.2% | $74,473-38.1% |
| Participation rate | 67.9% | 63.4%+4.5pp | 78.8%-10.9pp | 70.7%-2.8pp |
| Annual return | 16.25% | 22.75%-6.5pp | 134.50%-118.2pp | 34.36%-18.1pp |
| Employer contribution / active EE | $1,616 | $1,907-15.2% | $4,821-66.5% | $2,638-38.7% |
| Participant deferral / active EE | $2,054 | $2,730-24.8% | $5,682-63.9% | $4,530-54.7% |
| Admin fee / account holder | $3 | $343-99.0% | $13,215-100.0% | $347-99.0% |