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.5 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $30,274 |
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 | $367,316 | $56,551+549.5% | $185,854+97.6% | $86,828+323.0% |
| Participation rate | 97.8% | 65.5%+32.3pp | 81.7%+16.1pp | 72.3%+25.5pp |
| Annual return | 21.73% | 118.23%-96.5pp | 122.12%-100.4pp | 97.95%-76.2pp |
| Employer contribution / active EE | $11,846 | $1,845+542.1% | $5,169+129.2% | $2,406+392.3% |
| Participant deferral / active EE | $8,129 | $2,556+218.1% | $5,569+46.0% | $4,132+96.7% |
| Admin fee / account holder | $31 | $150-79.6% | $16,246-99.8% | $170-82.0% |