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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $615 |
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 | $187,568 | $80,753+132.3% | $136,298+37.6% | $62,293+201.1% |
| Participation rate | 98.8% | 73.5%+25.2pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 16.43% | 35.83%-19.4pp | 5156.27%-5139.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $5,572 | $2,884+93.2% | $4,696+18.7% | $2,042+172.8% |
| Participant deferral / active EE | $7,729 | $5,164+49.7% | $6,247+23.7% | $3,169+143.9% |
| Admin fee / account holder | $1 | $525-99.7% | $9,244-100.0% | $479-99.7% |