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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $801 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $982,047 | $84,482+1062.4% | $125,363+683.4% | $66,930+1367.3% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -14.58% | -8.49%-6.1pp | 572.15%-586.7pp | 1.57%-16.2pp |
| Employer contribution / active EE | $39,586 | $3,553+1014.3% | $4,815+722.2% | $2,545+1455.5% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $5 | $685-99.3% | $10,005-100.0% | $593-99.2% |