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 | Claims processing; Account maintenanc... | $1,645 |
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 | $14,617 | $56,511-74.1% | $185,837-92.1% | $86,813-83.2% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 51.69% | 118.12%-66.4pp | 122.08%-70.4pp | 97.93%-46.2pp |
| Employer contribution / active EE | $458 | $1,844-75.2% | $5,168-91.1% | $2,406-81.0% |
| Participant deferral / active EE | $1,941 | $2,554-24.0% | $5,568-65.1% | $4,131-53.0% |
| Admin fee / account holder | $5 | $150-96.5% | $16,241-100.0% | $170-96.9% |