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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $0 |
METLIFE LIFE INSURANCE COMPANY3+ years Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,898 | $47,977-8.5% | $154,114-71.5% | $56,287-22.0% |
| Participation rate | 41.3% | 66.2%-24.9pp | 83.0%-41.7pp | 69.9%-28.5pp |
| Annual return | 4.92% | 3.54%+1.4pp | 735.16%-730.2pp | -9.96%+14.9pp |
| Employer contribution / active EE | $831 | $2,169-61.7% | $5,298-84.3% | $2,111-60.7% |
| Participant deferral / active EE | $1,240 | $2,392-48.2% | $5,081-75.6% | $3,350-63.0% |
| Admin fee / account holder | $884 | $438+101.7% | $13,411-93.4% | $521+69.7% |