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 | $25,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,292 | $72,620-81.7% | $90,760-85.4% | $66,938-80.1% |
| Participation rate | 93.5% | 73.7%+19.9pp | 75.7%+17.9pp | 69.8%+23.7pp |
| Annual return | -17.18% | -12.28%-4.9pp | -12.16%-5.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,033 | $2,369-56.4% | $2,922-64.6% | $2,545-59.4% |
| Participant deferral / active EE | $3,662 | $3,979-8.0% | $4,565-19.8% | $4,238-13.6% |
| Admin fee / account holder | $58 | $707-91.8% | $8,444-99.3% | $594-90.3% |