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 Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $105,940 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,109 | $50,919+605.3% | $155,556+130.9% | $77,762+361.8% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 13.84% | 34.84%-21.0pp | 64.84%-51.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $13,827 | $1,991+594.3% | $4,675+195.7% | $2,728+406.9% |
| Participant deferral / active EE | $9,576 | $2,824+239.0% | $5,631+70.1% | $4,651+105.9% |
| Admin fee / account holder | $94 | $437-78.5% | $15,885-99.4% | $433-78.3% |