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... | $1,614 |
Participant contribution per participant 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 | $29,631 | $55,470-46.6% | $155,556-81.0% | $74,478-60.2% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 12.36% | 269.80%-257.4pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $5,959 | $2,267+162.9% | $4,675+27.5% | $2,626+126.9% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7 | $1,744-99.6% | $15,885-100.0% | $1,946-99.7% |