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 | Account maintenance fees; Claims proc... | $10,331 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,174 | $50,860-72.1% | $155,574-90.9% | $77,714-81.8% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 12.90% | 34.86%-22.0pp | 64.87%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,561 | $1,991-21.6% | $4,676-66.6% | $2,727-42.7% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $15 | $436-96.6% | $15,914-99.9% | $433-96.5% |