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 | Participant loan processing; Recordke... | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,594 | $46,464+0.3% | $150,298-69.0% | $79,634-41.5% |
| Participation rate | 28.4% | 57.0%-28.6pp | 77.8%-49.4pp | 62.5%-34.1pp |
| Annual return | 11.94% | 27.89%-16.0pp | 62.79%-50.9pp | 36.46%-24.5pp |
| Employer contribution / active EE | $500 | $1,512-66.9% | $4,154-88.0% | $2,529-80.2% |
| Participant deferral / active EE | $1,106 | $2,157-48.7% | $5,453-79.7% | $3,835-71.2% |
| Admin fee / account holder | $10 | $891-98.9% | $14,116-99.9% | $1,002-99.0% |