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... | $1,483 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,665 | $58,888-47.9% | $178,499-82.8% | $73,493-58.3% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 26.35% | 24.86%+1.5pp | 151.10%-124.8pp | 28.51%-2.2pp |
| Employer contribution / active EE | $3,742 | $2,236+67.3% | $5,011-25.3% | $2,270+64.8% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17 | $400-95.8% | $13,986-99.9% | $513-96.7% |