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; Recordkeeping and ... | $1,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,147 | $61,172-67.1% | $185,851-89.2% | $79,389-74.6% |
| Participation rate | 83.2% | 66.6%+16.6pp | 81.7%+1.5pp | 70.7%+12.5pp |
| Annual return | 45.05% | 19.45%+25.6pp | 122.11%-77.1pp | 116.89%-71.8pp |
| Employer contribution / active EE | $372 | $2,321-84.0% | $5,168-92.8% | $2,428-84.7% |
| Participant deferral / active EE | $3,202 | $2,788+14.9% | $5,569-42.5% | $4,046-20.8% |
| Admin fee / account holder | $3 | $710-99.6% | $16,245-100.0% | $626-99.6% |