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 | $98,891 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,841 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,448 | $92,076-5.0% | $105,608-17.2% | $77,714+12.5% |
| Participation rate | 97.6% | 81.0%+16.6pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 12.44% | 17.84%-5.4pp | 116.50%-104.1pp | 31.26%-18.8pp |
| Employer contribution / active EE | $3,983 | $3,370+18.2% | $3,167+25.8% | $2,727+46.1% |
| Participant deferral / active EE | $5,262 | $5,390-2.4% | $5,010+5.0% | $4,649+13.2% |
| Admin fee / account holder | $118 | $219-46.1% | $11,028-98.9% | $433-72.8% |