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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,240 | $96,486+0.8% | $153,476-36.6% | $77,692+25.2% |
| Participation rate | 55.2% | 81.6%-26.4pp | 77.1%-21.9pp | 70.6%-15.4pp |
| Annual return | 12.60% | 14.44%-1.8pp | 15.66%-3.1pp | 31.25%-18.7pp |
| Employer contribution / active EE | $2,400 | $5,224-54.1% | $5,038-52.4% | $2,726-12.0% |
| Participant deferral / active EE | $4,763 | $6,609-27.9% | $6,759-29.5% | $4,648+2.5% |
| Admin fee / account holder | $343 | $182+87.9% | $12,729-97.3% | $431-20.4% |