Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,478 | $36,916-31.0% | $156,551-83.7% | $57,658-55.8% |
| Participation rate | 74.6% | 63.4%+11.2pp | 84.0%-9.4pp | 70.2%+4.4pp |
| Annual return | 3.98% | 12.38%-8.4pp | 32.23%-28.2pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,376 | $1,571-12.4% | $5,501-75.0% | $1,974-30.3% |
| Participant deferral / active EE | $2,165 | $1,926+12.4% | $4,871-55.6% | $3,061-29.3% |
| Admin fee / account holder | $130 | $82+58.2% | $13,028-99.0% | $95+38.0% |