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 | Account maintenance fees; Participant... | $997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,600 | $65,125-40.7% | $143,797-73.2% | $66,949-42.3% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -16.77% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $3,147 | $2,362+33.2% | $4,952-36.5% | $2,545+23.6% |
| Participant deferral / active EE | $2,200 | $2,920-24.7% | $5,638-61.0% | $4,239-48.1% |
| Admin fee / account holder | $12 | $503-97.7% | $14,679-99.9% | $594-98.0% |