Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 51 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Investment Mgmt Fees | $10,101 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,377 | $95,417-37.8% | $135,974-56.3% | $74,460-20.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -26.30% | 32.76%-59.1pp | 68.30%-94.6pp | 34.38%-60.7pp |
| Employer contribution / active EE | $7,734 | $3,878+99.4% | $4,859+59.2% | $2,638+193.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $32 | $266-88.0% | $10,767-99.7% | $348-90.8% |