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 |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.8+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
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 | $75,379 | $82,163-8.3% | $125,381-39.9% | $64,819+16.3% |
| Participation rate | 94.5% | 77.9%+16.7pp | 82.4%+12.2pp | 71.5%+23.1pp |
| Annual return | -18.47% | 3.49%-22.0pp | 572.31%-590.8pp | 32.84%-51.3pp |
| Employer contribution / active EE | $8,337 | $3,616+130.6% | $4,815+73.1% | $2,507+232.6% |
| Participant deferral / active EE | $13,272 | $7,175+85.0% | $7,448+78.2% | $4,311+207.9% |
| Admin fee / account holder | $117 | $163-28.3% | $10,007-98.8% | $188-37.7% |