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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
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 | $9,873 | $49,451-80.0% | $79,576-87.6% | $66,930-85.2% |
| Participation rate | 95.5% | 61.3%+34.1pp | 69.5%+26.0pp | 69.8%+25.6pp |
| Annual return | -17.44% | 84.25%-101.7pp | 0.15%-17.6pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,681 | $1,266+32.9% | $2,413-30.3% | $2,545-33.9% |
| Participant deferral / active EE | $3,358 | $3,159+6.3% | $3,985-15.7% | $4,238-20.8% |
| Admin fee / account holder | $6 | $595-98.9% | $6,834-99.9% | $593-98.9% |