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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,776 | $44,425+27.8% | $67,834-16.3% | $55,167+2.9% |
| Participation rate | 53.5% | 59.7%-6.2pp | 68.8%-15.3pp | 69.0%-15.5pp |
| Annual return | 6.80% | 17.80%-11.0pp | 138.47%-131.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $308 | $1,351-77.2% | $2,403-87.2% | $1,963-84.3% |
| Participant deferral / active EE | $2,538 | $2,166+17.2% | $3,160-19.7% | $3,054-16.9% |
| Admin fee / account holder | $15 | $530-97.3% | $4,622-99.7% | $504-97.1% |