Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,328 | $136,307-82.9% | $177,840-86.9% | $73,493-68.3% |
| Participation rate | 41.9% | 86.1%-44.2pp | 87.7%-45.8pp | 70.7%-28.8pp |
| Annual return | 17.46% | 18.68%-1.2pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,437 | $3,712-61.3% | $5,919-75.7% | $2,270-36.7% |
| Participant deferral / active EE | $1,931 | $5,829-66.9% | $7,714-75.0% | $3,740-48.4% |
| Admin fee / account holder | $261 | $596-56.2% | $12,431-97.9% | $513-49.2% |