Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,030 | $59,220-3.7% | $96,570-40.9% | $79,391-28.2% |
| Participation rate | 45.1% | 61.9%-16.8pp | 69.8%-24.7pp | 70.7%-25.6pp |
| Annual return | 20.43% | 27.08%-6.7pp | 37.79%-17.4pp | 116.88%-96.5pp |
| Employer contribution / active EE | $1,659 | $1,216+36.4% | $2,357-29.6% | $2,428-31.7% |
| Participant deferral / active EE | $3,091 | $2,948+4.9% | $3,849-19.7% | $4,046-23.6% |
| Admin fee / account holder | $224 | $659-66.0% | $6,182-96.4% | $627-64.2% |