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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,880 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,120 | $62,324+84.7% | $68,509+68.0% | $55,191+108.6% |
| Participation rate | 84.6% | 78.9%+5.8pp | 74.7%+9.9pp | 69.2%+15.5pp |
| Annual return | 0.38% | 4.26%-3.9pp | 8.27%-7.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,184 | $2,223-46.7% | $2,278-48.0% | $1,899-37.6% |
| Participant deferral / active EE | $4,908 | $3,425+43.3% | $3,382+45.1% | $3,046+61.1% |
| Admin fee / account holder | $7 | $91-92.3% | $5,275-99.9% | $91-92.3% |