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 | $68,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,364 | $50,812+91.6% | $155,602-37.4% | $77,692+25.3% |
| Participation rate | 83.2% | 63.1%+20.1pp | 78.2%+5.0pp | 70.6%+12.6pp |
| Annual return | 11.99% | 34.85%-22.9pp | 64.81%-52.8pp | 31.25%-19.3pp |
| Employer contribution / active EE | $1,712 | $1,989-13.9% | $4,675-63.4% | $2,726-37.2% |
| Participant deferral / active EE | $2,825 | $2,822+0.1% | $5,629-49.8% | $4,648-39.2% |
| Admin fee / account holder | $231 | $436-47.0% | $15,923-98.5% | $431-46.4% |