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 | Recordkeeping and information managem... | $355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,117 | $91,179-57.1% | $178,499-78.1% | $79,852-51.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 29.05% | 24.19%+4.9pp | 151.10%-122.1pp | 31.72%-2.7pp |
| Employer contribution / active EE | $2,669 | $3,256-18.0% | $5,011-46.7% | $2,471+8.0% |
| Participant deferral / active EE | $4,416 | $3,236+36.5% | $5,202-15.1% | $3,740+18.1% |
| Admin fee / account holder | $2,849 | $6,749-57.8% | $13,986-79.6% | $5,306-46.3% |