Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,365 | $69,774+13.7% | $67,561+17.5% | $74,429+6.6% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.10% | -40.53%+56.6pp | 3525.44%-3509.3pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $3,403 | $2,710+25.6% | $2,735+24.4% | $2,625+29.7% |
| Participant deferral / active EE | $11,037 | $3,636+203.5% | $4,003+175.7% | $4,348+153.8% |
| Admin fee / account holder | $42 | $890-95.3% | $4,006-98.9% | $1,944-97.8% |