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... | $2,860 |
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 | $64,028 | $81,233-21.2% | $155,567-58.8% | $80,874-20.8% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 11.38% | 33.33%-21.9pp | 64.74%-53.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $4,258 | $3,101+37.3% | $4,674-8.9% | $2,756+54.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13 | $7,998-99.8% | $15,916-99.9% | $6,935-99.8% |