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.10 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,409 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,644 | $88,360+77.3% | $145,433+7.7% | $67,986+130.4% |
| Participation rate | 89.4% | 65.5%+24.0pp | 82.1%+7.3pp | 57.2%+32.2pp |
| Annual return | 17.19% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $5,957 | $3,054+95.1% | $4,554+30.8% | $2,019+195.1% |
| Participant deferral / active EE | $10,079 | $5,932+69.9% | $7,897+27.6% | $3,358+200.1% |
| Admin fee / account holder | $95 | $3,313-97.1% | $13,129-99.3% | $3,203-97.0% |