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 | Participant loan processing; Recordke... | $1,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,930 | $61,172-60.9% | $185,851-87.1% | $79,389-69.9% |
| Participation rate | 97.9% | 66.6%+31.2pp | 81.7%+16.1pp | 70.7%+27.1pp |
| Annual return | 16.52% | 19.45%-2.9pp | 122.11%-105.6pp | 116.89%-100.4pp |
| Employer contribution / active EE | $1,311 | $2,321-43.5% | $5,168-74.6% | $2,428-46.0% |
| Participant deferral / active EE | $1,544 | $2,788-44.6% | $5,569-72.3% | $4,046-61.8% |
| Admin fee / account holder | $9 | $710-98.8% | $16,245-99.9% | $626-98.6% |