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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $375 |
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 | $231,055 | $99,957+131.2% | $149,745+54.3% | $73,497+214.4% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 13.99% | 53.87%-39.9pp | 276.72%-262.7pp | 28.51%-14.5pp |
| Employer contribution / active EE | $5,716 | $3,191+79.1% | $4,646+23.0% | $2,270+151.8% |
| Participant deferral / active EE | $8,725 | $6,073+43.7% | $6,843+27.5% | $3,740+133.3% |
| Admin fee / account holder | $1 | $551-99.7% | $9,312-100.0% | $513-99.7% |