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: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,087 | $47,977-83.1% | $154,111-94.8% | $56,287-85.6% |
| Participation rate | 37.4% | 66.2%-28.7pp | 83.0%-45.6pp | 69.9%-32.4pp |
| Annual return | -7.09% | 3.54%-10.6pp | 735.18%-742.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $767 | $2,392-67.9% | $5,081-84.9% | $3,350-77.1% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.2% |