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: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,331 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 | $57,395 | $71,526-19.8% | $98,450-41.7% | $71,495-19.7% |
| Participation rate | 94.6% | 72.7%+21.8pp | 75.2%+19.4pp | 67.9%+26.6pp |
| Annual return | 30.96% | 32.42%-1.5pp | 21.16%+9.8pp | 28.85%+2.1pp |
| Employer contribution / active EE | $2,878 | $2,400+20.0% | $3,049-5.6% | $2,589+11.2% |
| Participant deferral / active EE | $6,763 | $4,110+64.6% | $4,739+42.7% | $4,291+57.6% |
| Admin fee / account holder | $334 | $1,675-80.1% | $8,961-96.3% | $1,588-79.0% |