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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,331 |
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 | $115,076 | $105,248+9.3% | $147,318-21.9% | $71,012+62.1% |
| Participation rate | 96.5% | 66.1%+30.4pp | 82.1%+14.5pp | 58.6%+38.0pp |
| Annual return | 11.90% | 26.02%-14.1pp | 70.43%-58.5pp | 37.67%-25.8pp |
| Employer contribution / active EE | $3,116 | $3,785-17.7% | $4,593-32.2% | $2,348+32.7% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $7,906-100.0% | $3,246-100.0% |
| Admin fee / account holder | $18 | $862-97.9% | $13,708-99.9% | $1,167-98.4% |