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 |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 33 · EIN 41-1416330 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,148 | $32,425-7.0% | $74,577-59.6% | $55,167-45.4% |
| Participation rate | 98.7% | 54.0%+44.7pp | 68.1%+30.6pp | 69.0%+29.7pp |
| Annual return | 9.14% | 10.63%-1.5pp | 20.47%-11.3pp | 169.23%-160.1pp |
| Employer contribution / active EE | $641 | $1,043-38.6% | $2,525-74.6% | $1,963-67.3% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $748-98.5% | $4,138-99.7% | $504-97.7% |