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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $20,577 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294705 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,154 | $79,209-43.0% | $102,434-55.9% | $74,459-39.4% |
| Participation rate | 74.8% | 74.8%+0.1pp | 76.5%-1.7pp | 67.2%+7.6pp |
| Annual return | 18.45% | 54.98%-36.5pp | 29.46%-11.0pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $3,645 | $2,362+54.3% | $3,023+20.6% | $2,626+38.8% |
| Participant deferral / active EE | $7,919 | $4,417+79.3% | $5,055+56.7% | $4,350+82.1% |
| Admin fee / account holder | $27 | $2,002-98.6% | $9,462-99.7% | $1,945-98.6% |