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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,910 |
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC AGENCY INC Service code 53 · EIN 58-1152673 | Insurance Commissions | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,030 | $50,464-68.2% | $75,784-78.8% | $52,331-69.4% |
| Participation rate | 60.8% | 66.8%-6.0pp | 75.8%-15.0pp | 68.1%-7.3pp |
| Annual return | -0.16% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $121 | $1,988-93.9% | $3,323-96.4% | $1,882-93.6% |
| Participant deferral / active EE | $1,088 | $2,570-57.7% | $3,652-70.2% | $3,022-64.0% |
| Admin fee / account holder | $166 | $1,103-84.9% | $5,300-96.9% | $592-71.9% |