Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,180 |
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 | $15,300 | $59,456-74.3% | $93,669-83.7% | $74,429-79.4% |
| Participation rate | 95.4% | 59.6%+35.8pp | 68.7%+26.7pp | 67.2%+28.2pp |
| Annual return | 14.40% | 82.00%-67.6pp | 133.59%-119.2pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,848 | $1,266+46.0% | $2,424-23.8% | $2,625-29.6% |
| Participant deferral / active EE | $3,704 | $3,052+21.4% | $4,416-16.1% | $4,348-14.8% |
| Admin fee / account holder | $10 | $3,026-99.7% | $8,291-99.9% | $1,944-99.5% |