Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage | $2,225 |
FINANCIAL DECISIONS1 year Filed as: FINANCIAL DECISIONS, INC Service code 16 · EIN 68-0236865 | Consulting | $1,582 |
FINANCIAL DECISIONS5+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,076 | $209,425-14.5% | $178,499+0.3% | $158,966+12.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.95% | 188.80%-160.8pp | 151.10%-123.2pp | 302.95%-275.0pp |
| Employer contribution / active EE | $15,293 | $5,707+168.0% | $5,011+205.2% | $4,762+221.1% |
| Participant deferral / active EE | $2,846 | $5,955-52.2% | $5,202-45.3% | $5,983-52.4% |
| Admin fee / account holder | $3,832 | $17,078-77.6% | $13,986-72.6% | $11,250-65.9% |