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: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,238 | $80,781-53.9% | $102,437-63.6% | $74,478-50.0% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+31.9pp |
| Annual return | 11.43% | 27.58%-16.1pp | 24.95%-13.5pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,231 | $3,160-29.4% | $3,871-42.4% | $2,626-15.1% |
| Participant deferral / active EE | $1,874 | $3,862-51.5% | $5,060-63.0% | $4,350-56.9% |
| Admin fee / account holder | $325 | $2,372-86.3% | $8,388-96.1% | $1,946-83.3% |