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; Recordkeepi... | $7,690 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,018 | $50,902-37.1% | $155,534-79.4% | $77,736-58.8% |
| Participation rate | 94.8% | 63.1%+31.7pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 9.99% | 34.85%-24.9pp | 64.92%-54.9pp | 31.26%-21.3pp |
| Employer contribution / active EE | $1,911 | $1,991-4.1% | $4,675-59.1% | $2,728-30.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $21 | $437-95.2% | $15,900-99.9% | $433-95.2% |