Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 ... | $1,595 |
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 | $50,226 | $45,109+11.3% | $85,187-41.0% | $77,736-35.4% |
| Participation rate | 22.8% | 48.7%-25.9pp | 67.5%-44.7pp | 70.6%-47.8pp |
| Annual return | 15.73% | 79.55%-63.8pp | 66.67%-50.9pp | 31.26%-15.5pp |
| Employer contribution / active EE | $673 | $1,602-58.0% | $2,732-75.4% | $2,728-75.3% |
| Participant deferral / active EE | $1,350 | $2,814-52.0% | $4,525-70.2% | $4,651-71.0% |
| Admin fee / account holder | $7 | $915-99.2% | $6,162-99.9% | $433-98.3% |