Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $139 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,350 | $27,800-88.0% | $58,507-94.3% | $71,529-95.3% |
| Participation rate | 97.4% | 34.6%+62.8pp | 50.9%+46.5pp | 67.9%+29.5pp |
| Annual return | 68.39% | 26.80%+41.6pp | 4252.32%-4183.9pp | 28.97%+39.4pp |
| Employer contribution / active EE | $1,461 | $632+131.3% | $1,053+38.7% | $2,590-43.6% |
| Participant deferral / active EE | $970 | $1,208-19.7% | $1,922-49.5% | $4,291-77.4% |
| Admin fee / account holder | $20 | $1,637-98.8% | $2,486-99.2% | $1,588-98.7% |