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... | $2,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,362 | $65,092-64.1% | $143,799-83.8% | $66,938-65.1% |
| Participation rate | 98.6% | 65.2%+33.4pp | 80.3%+18.3pp | 69.8%+28.8pp |
| Annual return | 1.83% | -11.14%+13.0pp | -0.04%+1.9pp | 1.58%+0.2pp |
| Employer contribution / active EE | $922 | $2,362-60.9% | $4,952-81.4% | $2,545-63.8% |
| Participant deferral / active EE | $1,579 | $2,920-45.9% | $5,638-72.0% | $4,238-62.7% |
| Admin fee / account holder | $9 | $502-98.2% | $14,677-99.9% | $594-98.5% |