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; Account ... | $3,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,657 | $65,960+10.2% | $81,882-11.3% | $77,762-6.6% |
| Participation rate | 47.8% | 65.8%-18.0pp | 72.4%-24.6pp | 70.6%-22.8pp |
| Annual return | 15.99% | 26.64%-10.7pp | 779.47%-763.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,392 | $2,375-41.4% | $2,916-52.2% | $2,728-49.0% |
| Participant deferral / active EE | $1,262 | $3,505-64.0% | $4,323-70.8% | $4,651-72.9% |
| Admin fee / account holder | $10 | $526-98.0% | $7,360-99.9% | $433-97.6% |