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 | Claims processing; Recordkeeping and ... | $2,620 |
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 | $46,347 | $61,166-24.2% | $185,849-75.1% | $79,391-41.6% |
| Participation rate | 48.2% | 66.6%-18.4pp | 81.7%-33.5pp | 70.7%-22.5pp |
| Annual return | 15.25% | 19.45%-4.2pp | 122.10%-106.8pp | 116.88%-101.6pp |
| Employer contribution / active EE | $1,287 | $2,321-44.5% | $5,169-75.1% | $2,428-47.0% |
| Participant deferral / active EE | $2,416 | $2,789-13.4% | $5,569-56.6% | $4,046-40.3% |
| Admin fee / account holder | $143 | $710-79.9% | $16,244-99.1% | $627-77.2% |