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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,035 | $82,678+23.4% | $125,391-18.6% | $68,490+49.0% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.41%-587.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,278 | $3,382-3.1% | $4,816-31.9% | $2,597+26.2% |
| Participant deferral / active EE | $7,163 | $6,111+17.2% | $7,448-3.8% | $4,028+77.8% |
| Admin fee / account holder | $343 | $6,277-94.5% | $10,009-96.6% | $5,403-93.6% |