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... | $2,711 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,038 | $82,188-14.8% | $125,391-44.1% | $64,824+8.0% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -13.92% | 3.50%-17.4pp | 572.41%-586.3pp | 32.84%-46.8pp |
| Employer contribution / active EE | $4,209 | $3,617+16.4% | $4,816-12.6% | $2,507+67.9% |
| Participant deferral / active EE | $4,319 | $7,177-39.8% | $7,448-42.0% | $4,311+0.2% |
| Admin fee / account holder | $6 | $163-96.5% | $10,009-99.9% | $188-96.9% |