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... | $1,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,636 | $58,895-32.7% | $178,503-77.8% | $73,497-46.1% |
| Participation rate | 96.5% | 66.2%+30.3pp | 81.9%+14.6pp | 70.7%+25.8pp |
| Annual return | 16.88% | 24.86%-8.0pp | 151.12%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,056 | $2,236+36.7% | $5,011-39.0% | $2,270+34.6% |
| Participant deferral / active EE | $4,426 | $2,567+72.4% | $5,202-14.9% | $3,740+18.3% |
| Admin fee / account holder | $6 | $400-98.5% | $13,987-100.0% | $513-98.9% |