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... | $2,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,638 | $61,356+64.0% | $149,696-32.8% | $71,511+40.7% |
| Participation rate | 92.7% | 62.5%+30.1pp | 78.8%+13.9pp | 67.9%+24.7pp |
| Annual return | 17.44% | 35.86%-18.4pp | 134.46%-117.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,614 | $2,382-32.2% | $4,821-66.5% | $2,589-37.7% |
| Participant deferral / active EE | $3,822 | $2,920+30.9% | $5,682-32.7% | $4,291-10.9% |
| Admin fee / account holder | $7 | $1,263-99.4% | $13,212-99.9% | $1,588-99.5% |