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 |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Service code 15 · EIN 75-0939949 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,037 | $113,568+29.5% | $67,560+117.6% | $200,096-26.5% |
| Participation rate | 99.6% | 73.3%+26.3pp | 72.9%+26.7pp | 72.0%+27.6pp |
| Annual return | 11.92% | 15.88%-4.0pp | 3533.50%-3521.6pp | 34.26%-22.3pp |
| Employer contribution / active EE | $5,547 | $3,409+62.7% | $2,737+102.7% | $3,038+82.6% |
| Participant deferral / active EE | $3,958 | $4,163-4.9% | $4,004-1.1% | $5,090-22.2% |
| Admin fee / account holder | $34 | $102-66.3% | $3,994-99.1% | $269-87.2% |