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.5 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,545 | $65,437-12.1% | $86,698-33.6% | $66,949-14.0% |
| Participation rate | 83.1% | 75.5%+7.6pp | 76.6%+6.5pp | 69.8%+13.3pp |
| Annual return | -16.31% | -10.91%-5.4pp | 35.96%-52.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $11,638 | $2,154+440.4% | $2,837+310.3% | $2,545+357.2% |
| Participant deferral / active EE | $686 | $4,102-83.3% | $4,656-85.3% | $4,239-83.8% |
| Admin fee / account holder | $22 | $642-96.6% | $7,492-99.7% | $594-96.3% |