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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,710 | $61,172-51.4% | $185,851-84.0% | $79,389-62.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 16.35% | 19.45%-3.1pp | 122.11%-105.8pp | 116.89%-100.5pp |
| Employer contribution / active EE | $698 | $2,321-69.9% | $5,168-86.5% | $2,428-71.3% |
| Participant deferral / active EE | $3,419 | $2,788+22.6% | $5,569-38.6% | $4,046-15.5% |
| Admin fee / account holder | $5 | $710-99.3% | $16,245-100.0% | $626-99.2% |