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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $3,648 |
Annual investment return 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 | $20,614 | $47,163-56.3% | $149,696-86.2% | $74,460-72.3% |
| Participation rate | 95.0% | 63.4%+31.5pp | 78.8%+16.2pp | 70.7%+24.2pp |
| Annual return | 8.73% | 22.75%-14.0pp | 134.46%-125.7pp | 34.38%-25.6pp |
| Employer contribution / active EE | $3,534 | $1,907+85.3% | $4,821-26.7% | $2,638+34.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $5 | $343-98.5% | $13,212-100.0% | $348-98.5% |