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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $14,977 |
Participant 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 | $12,167 | $67,512-82.0% | $185,837-93.5% | $93,010-86.9% |
| Participation rate | 99.3% | 67.1%+32.2pp | 81.7%+17.6pp | 73.9%+25.4pp |
| Annual return | 12.93% | 21.04%-8.1pp | 122.08%-109.1pp | 158.70%-145.8pp |
| Employer contribution / active EE | $345 | $1,783-80.7% | $5,168-93.3% | $2,705-87.3% |
| Participant deferral / active EE | $609 | $3,035-79.9% | $5,568-89.1% | $4,561-86.7% |
| Admin fee / account holder | $11 | $318-96.6% | $16,241-99.9% | $152-92.9% |