Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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... | $11,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,670 | $50,919-59.4% | $155,556-86.7% | $77,762-73.4% |
| Participation rate | 85.3% | 63.1%+22.3pp | 78.2%+7.1pp | 70.6%+14.8pp |
| Annual return | 14.79% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,792 | $1,991-10.0% | $4,675-61.7% | $2,728-34.3% |
| Participant deferral / active EE | $1,840 | $2,824-34.9% | $5,631-67.3% | $4,651-60.4% |
| Admin fee / account holder | $21 | $437-95.1% | $15,885-99.9% | $433-95.1% |