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... | $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 | $56,540-74.1% | $185,849-92.1% | $86,821-83.2% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 51.69% | 118.20%-66.5pp | 122.10%-70.4pp | 97.94%-46.2pp |
| Employer contribution / active EE | $458 | $1,844-75.2% | $5,169-91.1% | $2,406-81.0% |
| Participant deferral / active EE | $1,941 | $2,555-24.0% | $5,569-65.1% | $4,132-53.0% |
| Admin fee / account holder | $5 | $150-96.5% | $16,244-100.0% | $170-96.9% |