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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,634 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,999 | $38,165-84.3% | $189,758-96.8% | $69,255-91.3% |
| Participation rate | 90.9% | 66.7%+24.2pp | 79.8%+11.1pp | 69.0%+21.8pp |
| Annual return | 21.61% | 14.65%+7.0pp | 52.62%-31.0pp | 26.73%-5.1pp |
| Employer contribution / active EE | $658 | $1,589-58.6% | $4,767-86.2% | $2,645-75.1% |
| Participant deferral / active EE | $744 | $2,073-64.1% | $5,856-87.3% | $2,890-74.3% |
| Admin fee / account holder | $5 | $714-99.3% | $20,388-100.0% | $733-99.4% |