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... | $1,607 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,442 | $46,332-68.8% | $143,797-90.0% | $64,824-77.7% |
| Participation rate | 96.8% | 64.2%+32.6pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | 5.06% | -10.05%+15.1pp | -0.04%+5.1pp | 32.84%-27.8pp |
| Employer contribution / active EE | $939 | $1,911-50.9% | $4,952-81.0% | $2,507-62.5% |
| Participant deferral / active EE | $2,257 | $2,647-14.7% | $5,638-60.0% | $4,311-47.6% |
| Admin fee / account holder | $4 | $154-97.2% | $14,679-100.0% | $188-97.7% |