Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $940 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,284 | $62,928-78.9% | $172,752-92.3% | $67,579-80.3% |
| Participation rate | 18.4% | 64.5%-46.1pp | 82.6%-64.3pp | 71.3%-52.9pp |
| Annual return | 27.72% | 30.36%-2.6pp | 802.97%-775.2pp | 378.56%-350.8pp |
| Employer contribution / active EE | $40 | $1,636-97.6% | $5,144-99.2% | $2,148-98.2% |
| Participant deferral / active EE | $765 | $2,145-64.3% | $5,198-85.3% | $3,539-78.4% |
| Admin fee / account holder | $20 | $167-87.8% | $13,955-99.9% | $142-85.7% |