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... | $523 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,372 | $75,959-75.8% | $154,114-88.1% | $64,181-71.4% |
| Participation rate | 87.7% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | 5.60% | 30.32%-24.7pp | 735.16%-729.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,868 | $3,175-41.1% | $5,081-63.2% | $3,470-46.2% |
| Admin fee / account holder | $8 | $5,589-99.9% | $13,411-99.9% | $4,887-99.8% |