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: LINCOLN FINANCIAL CORP Service code 53 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Insurance Commissions | $0 |
Filed as: MASSACHUESETTS MUTUAL LIFE INS CO. Service code 53 · EIN 04-1590850 AND BENEFITS PLANS INC. · APSRINGFIELD, MA 01111 | Insurance Commissions | $0 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,822 | $50,898-68.9% | $171,082-90.8% | $55,167-71.3% |
| Participation rate | 61.0% | 63.3%-2.3pp | 76.7%-15.7pp | 69.0%-8.0pp |
| Annual return | 5.23% | 15.34%-10.1pp | 32.56%-27.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $791 | $1,433-44.8% | $4,002-80.2% | $1,963-59.7% |
| Participant deferral / active EE | $1,217 | $2,994-59.3% | $4,797-74.6% | $3,054-60.1% |
| Admin fee / account holder | $132 | $500-73.6% | $8,520-98.5% | $504-73.8% |