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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,245 | $84,482+24.6% | $125,363-16.0% | $66,930+57.2% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.7pp | 69.8%+16.3pp |
| Annual return | -16.24% | -8.49%-7.7pp | 572.15%-588.4pp | 1.57%-17.8pp |
| Employer contribution / active EE | $4,390 | $3,553+23.6% | $4,815-8.8% | $2,545+72.5% |
| Participant deferral / active EE | $8,414 | $6,782+24.1% | $7,447+13.0% | $4,238+98.5% |
| Admin fee / account holder | $314 | $685-54.1% | $10,005-96.9% | $593-47.0% |