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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,525 | $82,163-61.6% | $125,363-74.9% | $64,814-51.4% |
| Participation rate | 69.5% | 77.9%-8.4pp | 82.4%-12.9pp | 71.5%-2.0pp |
| Annual return | -12.62% | 3.49%-16.1pp | 572.15%-584.8pp | 32.84%-45.5pp |
| Employer contribution / active EE | $1,601 | $3,616-55.7% | $4,815-66.8% | $2,507-36.1% |
| Participant deferral / active EE | $3,765 | $7,175-47.5% | $7,447-49.4% | $4,310-12.7% |
| Admin fee / account holder | $8 | $163-95.3% | $10,005-99.9% | $188-95.9% |