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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,947 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $469,423 | $101,672+361.7% | $147,117+219.1% | $74,478+530.3% |
| Participation rate | 75.4% | 75.5%-0.2pp | 82.2%-6.8pp | 67.2%+8.2pp |
| Annual return | 11.24% | 8757.83%-8746.6pp | 420.54%-409.3pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $16,572 | $3,813+334.6% | $4,932+236.0% | $2,626+531.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $41 | $1,753-97.7% | $12,993-99.7% | $1,946-97.9% |