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 | $1,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,051 | $107,741-13.6% | $96,576-3.6% | $79,634+16.8% |
| Participation rate | 86.4% | 79.1%+7.3pp | 81.4%+4.9pp | 62.5%+23.9pp |
| Annual return | 26.62% | 19.24%+7.4pp | 38.47%-11.9pp | 36.46%-9.8pp |
| Employer contribution / active EE | $43 | $2,991-98.6% | $3,553-98.8% | $2,529-98.3% |
| Participant deferral / active EE | $15,154 | $7,899+91.9% | $7,956+90.5% | $3,835+295.2% |
| Admin fee / account holder | $4 | $1,150-99.7% | $11,381-100.0% | $1,002-99.6% |