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 |
|---|---|---|
Service code 34 800. SO FIGUERO STREET · LOS ANGELES, CA 90017 | Valuation (appraisals, etc.) | $10,429 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,849 | $63,114-67.0% | $92,915-77.6% | $65,186-68.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | -19.77% | 28.75%-48.5pp | 109.45%-129.2pp | 29.39%-49.2pp |
| Employer contribution / active EE | $7,143 | $2,571+177.9% | $3,653+95.5% | $2,177+228.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $106 | $624-82.9% | $5,796-98.2% | $847-87.4% |