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 |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,669 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,296 | $44,206+72.6% | $94,057-18.9% | $64,728+17.9% |
| Participation rate | 59.5% | 51.0%+8.5pp | 73.3%-13.9pp | 57.9%+1.6pp |
| Annual return | 11.77% | 259.42%-247.6pp | 480.62%-468.8pp | 49.38%-37.6pp |
| Employer contribution / active EE | $2,472 | $1,635+51.2% | $2,933-15.7% | $2,243+10.2% |
| Participant deferral / active EE | $4,054 | $1,902+113.2% | $4,709-13.9% | $2,729+48.5% |
| Admin fee / account holder | $229 | $1,230-81.4% | $7,244-96.8% | $1,145-80.0% |