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: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $3,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,611 | $28,416-2.8% | $73,550-62.5% | $69,631-60.3% |
| Participation rate | 35.2% | 38.3%-3.1pp | 54.9%-19.7pp | 70.7%-35.4pp |
| Annual return | 13.51% | -694.13%+707.6pp | -15.16%+28.7pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $150 | $430-65.2% | $1,219-87.7% | $2,032-92.6% |
| Participant deferral / active EE | $975 | $897+8.7% | $1,804-46.0% | $3,224-69.8% |
| Admin fee / account holder | $42 | $104-59.7% | $2,320-98.2% | $110-61.9% |