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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,688 | $61,166-74.4% | $185,849-91.6% | $79,391-80.2% |
| Participation rate | 45.0% | 66.6%-21.6pp | 81.7%-36.7pp | 70.7%-25.7pp |
| Annual return | 19.29% | 19.45%-0.2pp | 122.10%-102.8pp | 116.88%-97.6pp |
| Employer contribution / active EE | $660 | $2,321-71.6% | $5,169-87.2% | $2,428-72.8% |
| Participant deferral / active EE | $1,385 | $2,789-50.3% | $5,569-75.1% | $4,046-65.8% |
| Admin fee / account holder | $164 | $710-76.9% | $16,244-99.0% | $627-73.8% |