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 Service code 15 · EIN 01-0233346 | Recordkeeping | $61,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,212 | $65,092+40.1% | $143,799-36.6% | $66,938+36.3% |
| Participation rate | 94.3% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -14.96% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $4,502 | $2,362+90.6% | $4,952-9.1% | $2,545+76.9% |
| Participant deferral / active EE | $3,477 | $2,920+19.1% | $5,638-38.3% | $4,238-18.0% |
| Admin fee / account holder | $248 | $502-50.7% | $14,677-98.3% | $594-58.2% |