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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $4,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,095 | $46,332-0.5% | $143,797-67.9% | $64,824-28.9% |
| Participation rate | 98.3% | 64.2%+34.0pp | 80.3%+18.0pp | 71.5%+26.8pp |
| Annual return | -11.34% | -10.05%-1.3pp | -0.04%-11.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $2,880 | $1,911+50.7% | $4,952-41.8% | $2,507+14.9% |
| Participant deferral / active EE | $3,772 | $2,647+42.5% | $5,638-33.1% | $4,311-12.5% |
| Admin fee / account holder | $10 | $154-93.7% | $14,679-99.9% | $188-94.8% |