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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,268 |
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 | $251,270 | $95,438+163.3% | $135,998+84.8% | $74,478+237.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 19.77% | 32.61%-12.8pp | 68.37%-48.6pp | 34.37%-14.6pp |
| Employer contribution / active EE | $10,010 | $3,878+158.1% | $4,860+106.0% | $2,637+279.6% |
| Participant deferral / active EE | $14,803 | $7,790+90.0% | $7,761+90.7% | $4,530+226.8% |
| Admin fee / account holder | $6 | $259-97.8% | $10,769-99.9% | $347-98.4% |