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.1 year Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $35,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,900 | $44,059+124.5% | $71,671+38.0% | $69,631+42.0% |
| Participation rate | 65.8% | 60.8%+5.1pp | 68.7%-2.9pp | 70.7%-4.8pp |
| Annual return | 13.69% | 21.97%-8.3pp | 20.65%-7.0pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,381 | $1,305+5.8% | $2,460-43.9% | $2,032-32.1% |
| Participant deferral / active EE | $3,015 | $2,370+27.2% | $3,438-12.3% | $3,224-6.5% |
| Admin fee / account holder | $124 | $108+14.8% | $5,558-97.8% | $110+12.0% |