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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,581 | $82,979-43.9% | $102,412-54.5% | $77,736-40.1% |
| Participation rate | 55.7% | 71.5%-15.8pp | 74.5%-18.8pp | 70.6%-14.8pp |
| Annual return | 13.72% | 19.11%-5.4pp | 24.94%-11.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $899 | $3,554-74.7% | $3,870-76.8% | $2,728-67.0% |
| Participant deferral / active EE | $2,011 | $4,109-51.1% | $5,060-60.3% | $4,651-56.8% |
| Admin fee / account holder | $308 | $639-51.8% | $8,388-96.3% | $433-29.0% |