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 | $340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,452 | $61,356+260.9% | $149,696+47.9% | $71,511+209.7% |
| Participation rate | 98.1% | 62.5%+35.5pp | 78.8%+19.3pp | 67.9%+30.1pp |
| Annual return | 15.51% | 35.86%-20.4pp | 134.46%-118.9pp | 28.86%-13.3pp |
| Employer contribution / active EE | $2,005 | $2,382-15.8% | $4,821-58.4% | $2,589-22.6% |
| Participant deferral / active EE | $5,022 | $2,920+72.0% | $5,682-11.6% | $4,291+17.0% |
| Admin fee / account holder | $18 | $1,263-98.6% | $13,212-99.9% | $1,588-98.9% |