Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,048 | $66,319-53.2% | $93,621-66.8% | $65,186-52.4% |
| Participation rate | 48.2% | 74.0%-25.8pp | 75.8%-27.7pp | 70.2%-22.0pp |
| Annual return | 24.59% | 42.59%-18.0pp | 32.76%-8.2pp | 29.39%-4.8pp |
| Employer contribution / active EE | $495 | $2,013-75.4% | $2,719-81.8% | $2,177-77.3% |
| Participant deferral / active EE | $2,904 | $3,343-13.1% | $4,070-28.6% | $3,514-17.3% |
| Admin fee / account holder | $35 | $6,900-99.5% | $7,890-99.6% | $847-95.9% |