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... | $1,392 |
Annual investment return 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 | $26,006 | $43,496-40.2% | $161,489-83.9% | $64,340-59.6% |
| Participation rate | 87.4% | 53.5%+33.9pp | 78.7%+8.7pp | 55.2%+32.2pp |
| Annual return | 9.86% | 20.76%-10.9pp | 89.72%-79.9pp | 24.14%-14.3pp |
| Employer contribution / active EE | $524 | $1,431-63.4% | $4,268-87.7% | $1,862-71.9% |
| Participant deferral / active EE | $1,743 | $1,996-12.7% | $5,630-69.0% | $2,980-41.5% |
| Admin fee / account holder | $6 | $2,330-99.7% | $16,006-100.0% | $3,703-99.8% |