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 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $5,006 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $2,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,235 | $81,276+18.4% | $155,574-38.1% | $80,925+18.9% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 12.11% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $5,869 | $3,103+89.1% | $4,676+25.5% | $2,756+112.9% |
| Participant deferral / active EE | $4,270 | $3,453+23.7% | $5,629-24.1% | $4,299-0.7% |
| Admin fee / account holder | $623 | $7,993-92.2% | $15,914-96.1% | $6,940-91.0% |