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 | Claims processing; Participant loan p... | $823 |
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 | $24,936 | $65,083-61.7% | $143,788-82.7% | $66,930-62.7% |
| Participation rate | 63.9% | 65.2%-1.3pp | 80.3%-16.4pp | 69.8%-5.9pp |
| Annual return | -14.52% | -11.13%-3.4pp | -0.03%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $924 | $2,361-60.8% | $4,952-81.3% | $2,545-63.7% |
| Participant deferral / active EE | $1,398 | $2,920-52.1% | $5,638-75.2% | $4,238-67.0% |
| Admin fee / account holder | $5 | $502-98.9% | $14,675-100.0% | $593-99.1% |