Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | Recordkeeping and information managem... | $1,595 |
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 | $35,187 | $56,121-37.3% | $92,985-62.2% | $64,340-45.3% |
| Participation rate | 80.4% | 44.9%+35.5pp | 69.5%+10.9pp | 55.2%+25.2pp |
| Annual return | 9.00% | 19.19%-10.2pp | 27.99%-19.0pp | 24.14%-15.1pp |
| Employer contribution / active EE | $1,316 | $1,351-2.6% | $2,662-50.6% | $1,862-29.3% |
| Participant deferral / active EE | $0 | $2,362-100.0% | $4,377-100.0% | $2,980-100.0% |
| Admin fee / account holder | $8 | $6,869-99.9% | $9,463-99.9% | $3,703-99.8% |