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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 64 · EIN 13-5570651 PO BOX 8095 · BOSTON, MA 022668095 | Recordkeeping Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,944 | $64,909-66.2% | $82,312-73.3% | $62,293-64.8% |
| Participation rate | 53.9% | 74.9%-20.9pp | 76.9%-23.0pp | 69.5%-15.6pp |
| Annual return | 14.89% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $88 | $1,676-94.7% | $2,428-96.4% | $2,042-95.7% |
| Participant deferral / active EE | $1,764 | $3,103-43.1% | $3,706-52.4% | $3,169-44.3% |
| Admin fee / account holder | $71 | $440-83.8% | $5,608-98.7% | $479-85.1% |