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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $586 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,543 | $59,467+156.5% | $93,727+62.8% | $74,478+104.8% |
| Participation rate | 82.2% | 59.6%+22.6pp | 68.7%+13.5pp | 67.2%+15.0pp |
| Annual return | 22.39% | 82.14%-59.7pp | 133.83%-111.4pp | 1370.56%-1348.2pp |
| Employer contribution / active EE | $1,759 | $1,267+38.9% | $2,421-27.3% | $2,626-33.0% |
| Participant deferral / active EE | $5,245 | $3,052+71.9% | $4,417+18.7% | $4,350+20.6% |
| Admin fee / account holder | $72 | $3,028-97.6% | $8,292-99.1% | $1,946-96.3% |