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 | Recordkeeping and information managem... | $148 |
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 | $33,726 | $43,496-22.5% | $161,489-79.1% | $64,340-47.6% |
| Participation rate | 54.3% | 53.5%+0.8pp | 78.7%-24.4pp | 55.2%-0.9pp |
| Annual return | 10.75% | 20.76%-10.0pp | 89.72%-79.0pp | 24.14%-13.4pp |
| Employer contribution / active EE | $985 | $1,431-31.1% | $4,268-76.9% | $1,862-47.1% |
| Participant deferral / active EE | $2,388 | $1,996+19.7% | $5,630-57.6% | $2,980-19.9% |
| Admin fee / account holder | $12 | $2,330-99.5% | $16,006-99.9% | $3,703-99.7% |