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 | Participant loan processing; Recordke... | $2,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,584 | $101,591+21.6% | $147,096-16.0% | $74,429+66.0% |
| Participation rate | 87.7% | 75.5%+12.1pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 14.08% | 8746.45%-8732.4pp | 419.75%-405.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $3,418 | $3,813-10.3% | $4,936-30.7% | $2,625+30.2% |
| Participant deferral / active EE | $6,722 | $7,302-7.9% | $8,071-16.7% | $4,348+54.6% |
| Admin fee / account holder | $6 | $1,750-99.7% | $13,005-100.0% | $1,944-99.7% |