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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,717 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $19,061 |
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 | $142,787 | $54,674+161.2% | $76,089+87.7% | $74,429+91.8% |
| Participation rate | 90.8% | 60.3%+30.4pp | 69.1%+21.7pp | 67.2%+23.5pp |
| Annual return | 10.57% | 31.89%-21.3pp | 360.94%-350.4pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $2,737 | $1,781+53.7% | $2,690+1.7% | $2,625+4.3% |
| Participant deferral / active EE | $6,608 | $3,071+115.2% | $4,259+55.1% | $4,348+52.0% |
| Admin fee / account holder | $195 | $2,238-91.3% | $6,418-97.0% | $1,944-90.0% |