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; Recordke... | $1,533 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,108 | $86,050-69.7% | $189,758-86.2% | $94,015-72.2% |
| Participation rate | 98.9% | 68.9%+30.0pp | 79.8%+19.1pp | 70.8%+28.1pp |
| Annual return | 11.49% | 17.77%-6.3pp | 52.62%-41.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,529 | $2,819-45.8% | $4,767-67.9% | $2,790-45.2% |
| Participant deferral / active EE | $2,345 | $3,349-30.0% | $5,856-60.0% | $4,249-44.8% |
| Admin fee / account holder | $9 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |