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: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,163 | $84,482+120.4% | $125,363+48.5% | $66,930+178.1% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.0pp | 69.8%+26.6pp |
| Annual return | -14.68% | -8.49%-6.2pp | 572.15%-586.8pp | 1.57%-16.3pp |
| Employer contribution / active EE | $3,103 | $3,553-12.6% | $4,815-35.5% | $2,545+21.9% |
| Participant deferral / active EE | $11,209 | $6,782+65.3% | $7,447+50.5% | $4,238+164.5% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |