Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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... | $2,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,771 | $55,472-86.0% | $155,567-95.0% | $74,546-89.6% |
| Participation rate | 60.0% | 61.9%-1.9pp | 78.2%-18.2pp | 67.2%-7.2pp |
| Annual return | 12.47% | 268.72%-256.2pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $607 | $2,269-73.3% | $4,674-87.0% | $2,624-76.9% |
| Participant deferral / active EE | $763 | $2,838-73.1% | $5,628-86.4% | $4,347-82.4% |
| Admin fee / account holder | $5 | $1,743-99.7% | $15,916-100.0% | $1,944-99.7% |