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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,363 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,948 | $80,177-66.4% | $123,894-78.2% | $57,658-53.3% |
| Participation rate | 94.7% | 74.4%+20.3pp | 81.4%+13.3pp | 70.2%+24.5pp |
| Annual return | -2.10% | 17.90%-20.0pp | 47.52%-49.6pp | 5.13%-7.2pp |
| Employer contribution / active EE | $624 | $2,913-78.6% | $4,617-86.5% | $1,974-68.4% |
| Participant deferral / active EE | $2,704 | $5,130-47.3% | $5,984-54.8% | $3,061-11.7% |
| Admin fee / account holder | $4 | $106-96.0% | $8,357-99.9% | $95-95.4% |