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.4 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $19,565 |
THE RIGHT TPA LLC1 year Service code 65 · EIN 26-0559925 | Account Maintenance | $2,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,701 | $71,526-5.3% | $98,441-31.2% | $71,476-5.3% |
| Participation rate | 98.1% | 72.7%+25.3pp | 75.2%+22.9pp | 67.9%+30.1pp |
| Annual return | 14.24% | 32.42%-18.2pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $4,523 | $2,400+88.5% | $3,048+48.4% | $2,589+74.7% |
| Participant deferral / active EE | $3,790 | $4,110-7.8% | $4,738-20.0% | $4,290-11.7% |
| Admin fee / account holder | $99 | $1,675-94.1% | $8,960-98.9% | $1,587-93.7% |