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; Claims p... | $1,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,777 | $61,391-35.2% | $149,723-73.4% | $71,529-44.4% |
| Participation rate | 99.2% | 62.5%+36.7pp | 78.8%+20.4pp | 67.9%+31.3pp |
| Annual return | 14.18% | 35.88%-21.7pp | 134.50%-120.3pp | 28.97%-14.8pp |
| Employer contribution / active EE | $5,361 | $2,384+124.9% | $4,821+11.2% | $2,590+107.0% |
| Participant deferral / active EE | $1,996 | $2,921-31.7% | $5,682-64.9% | $4,291-53.5% |
| Admin fee / account holder | $13 | $1,264-99.0% | $13,215-99.9% | $1,588-99.2% |