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: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,894 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,922 | $55,453-85.7% | $170,435-95.4% | $62,293-87.3% |
| Participation rate | 74.8% | 66.4%+8.4pp | 83.6%-8.8pp | 69.5%+5.3pp |
| Annual return | 18.81% | 21.38%-2.6pp | 205.94%-187.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $308 | $2,164-85.7% | $5,432-94.3% | $2,042-84.9% |
| Participant deferral / active EE | $633 | $2,303-72.5% | $4,939-87.2% | $3,169-80.0% |
| Admin fee / account holder | $9 | $455-97.9% | $13,881-99.9% | $479-98.0% |