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 | $446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,549 | $54,729+131.2% | $86,235+46.7% | $71,529+76.9% |
| Participation rate | 86.7% | 60.1%+26.6pp | 69.0%+17.7pp | 67.9%+18.7pp |
| Annual return | 19.93% | 20.07%-0.1pp | 1170.03%-1150.1pp | 28.97%-9.0pp |
| Employer contribution / active EE | $1,868 | $1,267+47.4% | $2,381-21.5% | $2,590-27.9% |
| Participant deferral / active EE | $5,527 | $3,110+77.7% | $3,987+38.6% | $4,291+28.8% |
| Admin fee / account holder | $62 | $1,921-96.8% | $6,856-99.1% | $1,588-96.1% |