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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,424 | $70,917-76.8% | $98,920-83.4% | $73,497-77.7% |
| Participation rate | 96.8% | 73.8%+23.0pp | 76.0%+20.7pp | 70.7%+26.1pp |
| Annual return | 17.95% | 34.18%-16.2pp | 196.47%-178.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,276 | $2,037-37.4% | $2,689-52.6% | $2,270-43.8% |
| Participant deferral / active EE | $2,851 | $3,501-18.6% | $4,245-32.8% | $3,740-23.8% |
| Admin fee / account holder | $10 | $535-98.1% | $6,643-99.8% | $513-98.0% |