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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,144 | $67,602-25.8% | $82,312-39.1% | $70,126-28.5% |
| Participation rate | 57.3% | 72.8%-15.5pp | 76.9%-19.6pp | 69.5%-12.2pp |
| Annual return | 15.79% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,042 | $2,987-31.6% | $3,706-44.9% | $3,332-38.7% |
| Admin fee / account holder | $254 | $4,512-94.4% | $5,608-95.5% | $4,645-94.5% |