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 | Participant loan processing; Recordke... | $1,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,161 | $66,124-54.4% | $90,461-66.7% | $73,497-59.0% |
| Participation rate | 43.2% | 69.7%-26.5pp | 72.7%-29.5pp | 70.7%-27.5pp |
| Annual return | 11.85% | 17.65%-5.8pp | 1294.76%-1282.9pp | 28.51%-16.7pp |
| Employer contribution / active EE | $196 | $2,346-91.6% | $3,264-94.0% | $2,270-91.3% |
| Participant deferral / active EE | $1,210 | $3,039-60.2% | $3,964-69.5% | $3,740-67.7% |
| Admin fee / account holder | $10 | $396-97.4% | $5,617-99.8% | $513-98.0% |