Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Direct payment from the plan; Partici... | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,572 | $52,722-76.2% | $90,461-86.1% | $73,412-82.9% |
| Participation rate | 66.9% | 67.7%-0.8pp | 72.7%-5.8pp | 72.2%-5.3pp |
| Annual return | 16.28% | 20.70%-4.4pp | 1294.76%-1278.5pp | 59.30%-43.0pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $969 | $2,810-65.5% | $3,964-75.6% | $3,806-74.5% |
| Admin fee / account holder | $5 | $117-95.4% | $5,617-99.9% | $158-96.6% |