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: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $45,576 |
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 | $32,547 | $40,435-19.5% | $80,648-59.6% | $74,473-56.3% |
| Participation rate | 59.3% | 47.4%+11.9pp | 67.0%-7.7pp | 70.7%-11.5pp |
| Annual return | 21.57% | 165.22%-143.7pp | 937.21%-915.6pp | 34.36%-12.8pp |
| Employer contribution / active EE | $3,700 | $1,498+147.1% | $2,724+35.9% | $2,638+40.2% |
| Participant deferral / active EE | $1,844 | $2,673-31.0% | $4,443-58.5% | $4,530-59.3% |
| Admin fee / account holder | $190 | $721-73.7% | $5,382-96.5% | $347-45.3% |