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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $96,418 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $283 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,612 | $96,805+208.5% | $153,741+94.2% | $77,762+284.0% |
| Participation rate | 97.9% | 81.6%+16.3pp | 77.1%+20.8pp | 70.6%+27.3pp |
| Annual return | 14.82% | 14.39%+0.4pp | 15.71%-0.9pp | 31.27%-16.4pp |
| Employer contribution / active EE | $10,811 | $5,232+106.6% | $5,042+114.4% | $2,728+296.3% |
| Participant deferral / active EE | $18,189 | $6,601+175.5% | $6,757+169.2% | $4,651+291.1% |
| Admin fee / account holder | $29 | $182-84.1% | $12,749-99.8% | $433-93.3% |