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: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,800 | $50,898-49.3% | $171,082-84.9% | $55,167-53.2% |
| Participation rate | 32.8% | 63.3%-30.4pp | 76.7%-43.9pp | 69.0%-36.2pp |
| Annual return | 7.94% | 15.34%-7.4pp | 32.56%-24.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $256 | $1,433-82.1% | $4,002-93.6% | $1,963-86.9% |
| Participant deferral / active EE | $1,205 | $2,994-59.8% | $4,797-74.9% | $3,054-60.5% |
| Admin fee / account holder | $7 | $500-98.5% | $8,520-99.9% | $504-98.5% |