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 | Participant loan processing; Recordke... | $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 | $55,932-37.1% | $76,735-54.1% | $67,986-48.2% |
| Participation rate | 80.4% | 50.8%+29.6pp | 69.5%+10.9pp | 57.2%+23.2pp |
| Annual return | 9.00% | 23.10%-14.1pp | 29.77%-20.8pp | 31.67%-22.7pp |
| Employer contribution / active EE | $1,316 | $1,487-11.5% | $2,454-46.4% | $2,019-34.8% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $8 | $4,907-99.8% | $7,189-99.9% | $3,203-99.8% |