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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $26,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,018 | $46,464-61.2% | $150,298-88.0% | $79,634-77.4% |
| Participation rate | 94.6% | 57.0%+37.7pp | 77.8%+16.9pp | 62.5%+32.2pp |
| Annual return | 12.48% | 27.89%-15.4pp | 62.79%-50.3pp | 36.46%-24.0pp |
| Employer contribution / active EE | $2,522 | $1,512+66.8% | $4,154-39.3% | $2,529-0.3% |
| Participant deferral / active EE | $2,546 | $2,157+18.1% | $5,453-53.3% | $3,835-33.6% |
| Admin fee / account holder | $66 | $891-92.6% | $14,116-99.5% | $1,002-93.4% |