Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COMP;AN Service code 15 · EIN 01-0233346 | Recordkeeping | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,213 | $45,022-64.0% | $85,126-81.0% | $77,714-79.1% |
| Participation rate | 15.1% | 48.7%-33.6pp | 67.5%-52.4pp | 70.6%-55.5pp |
| Annual return | 27.16% | 79.38%-52.2pp | 66.63%-39.5pp | 31.26%-4.1pp |
| Employer contribution / active EE | $607 | $1,610-62.3% | $2,731-77.8% | $2,727-77.7% |
| Participant deferral / active EE | $1,129 | $2,811-59.8% | $4,523-75.1% | $4,649-75.7% |
| Admin fee / account holder | $21 | $913-97.6% | $6,160-99.7% | $433-95.0% |