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: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $7,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,683 | $43,999-59.8% | $79,466-77.7% | $55,725-68.3% |
| Participation rate | 36.0% | 66.9%-31.0pp | 73.3%-37.4pp | 70.9%-34.9pp |
| Annual return | -6.46% | 1.81%-8.3pp | 718.28%-724.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $403 | $1,830-78.0% | $2,800-85.6% | $2,078-80.6% |
| Participant deferral / active EE | $1,100 | $2,538-56.6% | $3,704-70.3% | $3,356-67.2% |
| Admin fee / account holder | $9 | $118-92.6% | $5,104-99.8% | $115-92.4% |