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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,730 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $62,633 | $42,548+47.2% | $74,549-16.0% | $56,287+11.3% |
| Participation rate | 95.2% | 60.5%+34.7pp | 69.1%+26.0pp | 69.9%+25.3pp |
| Annual return | -3.12% | 12.40%-15.5pp | 32.53%-35.7pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,209 | $855+41.4% | $1,961-38.3% | $2,111-42.7% |
| Participant deferral / active EE | $4,096 | $2,277+79.9% | $3,108+31.8% | $3,350+22.3% |
| Admin fee / account holder | $12 | $467-97.4% | $5,059-99.8% | $521-97.7% |