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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,421 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $52,994 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,927 | $92,186+249.2% | $105,624+204.8% | $77,762+314.0% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 14.43% | 17.83%-3.4pp | 116.20%-101.8pp | 31.27%-16.8pp |
| Employer contribution / active EE | $10,037 | $3,376+197.3% | $3,168+216.9% | $2,728+267.9% |
| Participant deferral / active EE | $14,204 | $5,395+163.3% | $5,013+183.4% | $4,651+205.4% |
| Admin fee / account holder | $198 | $219-9.5% | $10,961-98.2% | $433-54.2% |