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: AXA EQUITABLE Service code 25 · EIN 13-5570651 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Directed Trustee | $245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,905 | $65,125-75.6% | $143,797-88.9% | $66,949-76.2% |
| Participation rate | 42.7% | 65.2%-22.5pp | 80.3%-37.6pp | 69.8%-27.1pp |
| Annual return | -14.08% | -11.13%-3.0pp | -0.04%-14.0pp | 1.57%-15.7pp |
| Employer contribution / active EE | $410 | $2,362-82.7% | $4,952-91.7% | $2,545-83.9% |
| Participant deferral / active EE | $571 | $2,920-80.4% | $5,638-89.9% | $4,239-86.5% |
| Admin fee / account holder | $27 | $503-94.6% | $14,679-99.8% | $594-95.4% |