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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,095 | $79,223+2.4% | $102,460-20.9% | $74,478+8.9% |
| Participation rate | 87.5% | 74.8%+12.7pp | 76.5%+11.0pp | 67.2%+20.3pp |
| Annual return | 10.75% | 54.98%-44.2pp | 29.47%-18.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $4,678 | $2,363+97.9% | $3,025+54.6% | $2,626+78.1% |
| Participant deferral / active EE | $826 | $4,417-81.3% | $5,056-83.7% | $4,350-81.0% |
| Admin fee / account holder | $33 | $2,003-98.3% | $9,460-99.7% | $1,946-98.3% |