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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,014 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,844 | $50,919+247.3% | $155,556+13.7% | $77,762+127.4% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.8pp |
| Annual return | 14.05% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $5,552 | $1,991+178.8% | $4,675+18.7% | $2,728+103.5% |
| Participant deferral / active EE | $6,493 | $2,824+129.9% | $5,631+15.3% | $4,651+39.6% |
| Admin fee / account holder | $10 | $437-97.7% | $15,885-99.9% | $433-97.7% |