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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $2,791 |
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 | $109,929 | $62,723+75.3% | $142,898-23.1% | $86,821+26.6% |
| Participation rate | 34.8% | 62.6%-27.8pp | 72.0%-37.2pp | 72.3%-37.5pp |
| Annual return | 16.99% | 17.62%-0.6pp | 5639.64%-5622.6pp | 97.94%-80.9pp |
| Employer contribution / active EE | $1,579 | $1,627-2.9% | $4,146-61.9% | $2,406-34.4% |
| Participant deferral / active EE | $2,416 | $3,039-20.5% | $3,838-37.1% | $4,132-41.5% |
| Admin fee / account holder | $8 | $140-94.2% | $6,560-99.9% | $170-95.2% |