Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | Participant loan processing; Recordke... | $0 |
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 | $17,455 | $36,773-52.5% | $189,758-90.8% | $85,660-79.6% |
| Participation rate | 81.5% | 63.3%+18.2pp | 79.8%+1.7pp | 74.8%+6.6pp |
| Annual return | 13.07% | 55.47%-42.4pp | 52.62%-39.6pp | 19.52%-6.4pp |
| Employer contribution / active EE | $540 | $1,536-64.8% | $4,767-88.7% | $4,199-87.1% |
| Participant deferral / active EE | $857 | $1,800-52.4% | $5,856-85.4% | $3,518-75.6% |
| Admin fee / account holder | $11 | $132-91.9% | $20,388-99.9% | $224-95.3% |