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 Service code 15 · EIN 23-1945930 | Recordkeeping | $380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,411 | $84,499+149.0% | $125,391+67.8% | $66,949+214.3% |
| Participation rate | 98.7% | 76.4%+22.2pp | 82.4%+16.3pp | 69.8%+28.8pp |
| Annual return | -14.82% | -8.49%-6.3pp | 572.41%-587.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $4,470 | $3,554+25.8% | $4,816-7.2% | $2,545+75.6% |
| Participant deferral / active EE | $8,676 | $6,785+27.9% | $7,448+16.5% | $4,239+104.7% |
| Admin fee / account holder | $1 | $685-99.9% | $10,009-100.0% | $594-99.8% |