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 |
|---|---|---|
NYHART5 years Service code 15 · EIN 35-0966414 | Recordkeeping | $25,641 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,761 | $104,336-38.9% | $159,474-60.0% | $86,821-26.6% |
| Participation rate | 75.8% | 77.7%-1.9pp | 82.8%-7.0pp | 72.3%+3.5pp |
| Annual return | 15.03% | 26.32%-11.3pp | 263.68%-248.6pp | 97.94%-82.9pp |
| Employer contribution / active EE | $1,413 | $3,451-59.1% | $4,831-70.7% | $2,406-41.3% |
| Participant deferral / active EE | $4,099 | $6,837-40.0% | $7,353-44.3% | $4,132-0.8% |
| Admin fee / account holder | $52 | $172-69.9% | $10,802-99.5% | $170-69.4% |