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... | $2,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,356 | $46,173-36.4% | $170,435-82.8% | $69,631-57.8% |
| Participation rate | 67.2% | 63.9%+3.3pp | 83.6%-16.4pp | 70.7%-3.4pp |
| Annual return | 11.89% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,230 | $1,610-23.6% | $5,432-77.4% | $2,032-39.5% |
| Participant deferral / active EE | $2,382 | $2,080+14.5% | $4,939-51.8% | $3,224-26.1% |
| Admin fee / account holder | $0 | $116-99.6% | $13,881-100.0% | $110-99.6% |