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 | Participant loan processing; Recordke... | $1,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,465 | $60,504-39.7% | $81,882-55.5% | $74,478-51.0% |
| Participation rate | 47.8% | 62.9%-15.2pp | 72.4%-24.6pp | 67.2%-19.5pp |
| Annual return | 13.90% | 16.91%-3.0pp | 779.47%-765.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,789 | $3,400-47.4% | $4,323-58.6% | $4,350-58.9% |
| Admin fee / account holder | $6 | $1,492-99.6% | $7,360-99.9% | $1,946-99.7% |