Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC2+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $12,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,238 | $57,763-85.7% | $112,228-92.7% | $71,529-88.5% |
| Participation rate | 48.3% | 58.9%-10.7pp | 72.4%-24.2pp | 67.9%-19.7pp |
| Annual return | 32.71% | 18.26%+14.5pp | 30.23%+2.5pp | 28.97%+3.7pp |
| Employer contribution / active EE | $270 | $1,916-85.9% | $3,432-92.1% | $2,590-89.6% |
| Participant deferral / active EE | $1,576 | $2,865-45.0% | $4,800-67.2% | $4,291-63.3% |
| Admin fee / account holder | $87 | $1,563-94.4% | $7,752-98.9% | $1,588-94.5% |