Filed April 2, 2026
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,205 | $79,558-59.5% | $115,038-72.0% | $67,505-52.3% |
| Participation rate | 14.6% | 74.3%-59.7pp | 81.4%-66.8pp | 71.2%-56.6pp |
| Annual return | 4.68% | 4.65%0pp | 26.14%-21.5pp | 6.52%-1.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $4,608-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $679 | $5,510-87.7% | $6,026-88.7% | $3,597-81.1% |
| Admin fee / account holder | $55 | $60-7.4% | $8,175-99.3% | $56-1.4% |