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 | Participant loan processing; Claims p... | $350 |
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 | $21,230 | $58,312-63.6% | $86,656-75.5% | $71,529-70.3% |
| Participation rate | 67.0% | 65.0%+1.9pp | 71.7%-4.7pp | 67.9%-1.0pp |
| Annual return | 14.91% | 24.08%-9.2pp | 593.09%-578.2pp | 28.97%-14.1pp |
| Employer contribution / active EE | $844 | $2,576-67.2% | $3,025-72.1% | $2,590-67.4% |
| Participant deferral / active EE | $1,061 | $3,439-69.1% | $4,439-76.1% | $4,291-75.3% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,619-99.9% | $1,588-99.8% |