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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,828 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,556 | $80,753-21.3% | $136,298-53.4% | $62,293+2.0% |
| Participation rate | 98.4% | 73.5%+24.8pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.81% | 35.83%-20.0pp | 5156.27%-5140.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,874 | $2,884-35.0% | $4,696-60.1% | $2,042-8.2% |
| Participant deferral / active EE | $4,868 | $5,164-5.7% | $6,247-22.1% | $3,169+53.6% |
| Admin fee / account holder | $9 | $525-98.2% | $9,244-99.9% | $479-98.1% |