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... | $970 |
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 | $24,785 | $65,440-62.1% | $98,506-74.8% | $85,851-71.1% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.3%+21.2pp | 69.3%+25.2pp |
| Annual return | 9.78% | 21.75%-12.0pp | 1494.92%-1485.1pp | 318.63%-308.9pp |
| Employer contribution / active EE | $1,791 | $2,169-17.4% | $2,961-39.5% | $2,565-30.2% |
| Participant deferral / active EE | $1,982 | $3,168-37.4% | $4,277-53.7% | $3,952-49.8% |
| Admin fee / account holder | $7 | $4,596-99.9% | $5,955-99.9% | $6,261-99.9% |