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 | Investment management fees paid indir... | $1,571 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,376 | $51,223-71.9% | $82,763-82.6% | $66,949-78.5% |
| Participation rate | 46.0% | 67.9%-21.9pp | 72.6%-26.6pp | 69.8%-23.8pp |
| Annual return | -12.24% | -9.85%-2.4pp | 702.45%-714.7pp | 1.57%-13.8pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,053 | $3,460-69.6% | $4,395-76.0% | $4,239-75.2% |
| Admin fee / account holder | $6 | $415-98.6% | $5,325-99.9% | $594-99.0% |