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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,988 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $443,863 | $80,753+449.7% | $136,298+225.7% | $62,293+612.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.20% | 35.83%-19.6pp | 5156.27%-5140.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $12,285 | $2,884+326.0% | $4,696+161.6% | $2,042+501.6% |
| Participant deferral / active EE | $8,692 | $5,164+68.3% | $6,247+39.1% | $3,169+174.3% |
| Admin fee / account holder | $124 | $525-76.3% | $9,244-98.7% | $479-74.0% |