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... | $3,567 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,846 | $52,188-56.2% | $86,640-73.6% | $74,460-69.3% |
| Participation rate | 75.7% | 66.3%+9.3pp | 71.7%+4.0pp | 70.7%+4.9pp |
| Annual return | 14.40% | 44.46%-30.1pp | 592.52%-578.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,789 | $2,282-21.6% | $3,024-40.9% | $2,638-32.2% |
| Participant deferral / active EE | $1,930 | $3,383-42.9% | $4,438-56.5% | $4,530-57.4% |
| Admin fee / account holder | $12 | $319-96.4% | $5,616-99.8% | $348-96.7% |