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 |
|---|---|---|
Service code 26 · EIN 20-8307105 | Advisory (Participants) | $21,761 |
CHARLES SCHWAB & CO., INC.2 years Service code 21 · EIN 94-1737782 | Bank Trustee | $279 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,725 | $65,083+148.5% | $143,788+12.5% | $66,930+141.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.64% | -11.13%-3.5pp | -0.03%-14.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $10,385 | $2,361+339.8% | $4,952+109.7% | $2,545+308.1% |
| Participant deferral / active EE | $6,514 | $2,920+123.1% | $5,638+15.5% | $4,238+53.7% |
| Admin fee / account holder | $122 | $502-75.8% | $14,675-99.2% | $593-79.5% |