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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,308 |
MERCER1 year Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $36,154 |
MERCER3 years Filed as: MERCER DC ADVISORS Service code 28 · EIN 06-1685865 | Investment Management | $23,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $325,244 | $93,131+249.2% | $106,554+205.2% | $86,828+274.6% |
| Participation rate | 97.4% | 81.4%+16.0pp | 76.1%+21.3pp | 72.3%+25.2pp |
| Annual return | 14.37% | 19.45%-5.1pp | 26.80%-12.4pp | 97.95%-83.6pp |
| Employer contribution / active EE | $8,259 | $2,895+185.3% | $2,819+193.0% | $2,406+243.3% |
| Participant deferral / active EE | $13,069 | $4,708+177.6% | $4,398+197.1% | $4,132+216.3% |
| Admin fee / account holder | $338 | $145+133.2% | $7,408-95.4% | $170+99.5% |