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; Participant... | $793 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,214 | $47,163-69.9% | $149,696-90.5% | $74,460-80.9% |
| Participation rate | 92.9% | 63.4%+29.5pp | 78.8%+14.1pp | 70.7%+22.1pp |
| Annual return | -3.72% | 22.75%-26.5pp | 134.46%-138.2pp | 34.38%-38.1pp |
| Employer contribution / active EE | $1,622 | $1,907-15.0% | $4,821-66.4% | $2,638-38.5% |
| Participant deferral / active EE | $2,469 | $2,730-9.6% | $5,682-56.5% | $4,530-45.5% |
| Admin fee / account holder | $2 | $343-99.5% | $13,212-100.0% | $348-99.5% |