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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,023 |
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 | $283,351 | $61,356+361.8% | $149,696+89.3% | $71,511+296.2% |
| Participation rate | 92.6% | 62.5%+30.1pp | 78.8%+13.8pp | 67.9%+24.7pp |
| Annual return | 15.13% | 35.86%-20.7pp | 134.46%-119.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $13,511 | $2,382+467.3% | $4,821+180.3% | $2,589+421.8% |
| Participant deferral / active EE | $10,925 | $2,920+274.2% | $5,682+92.3% | $4,291+154.6% |
| Admin fee / account holder | $52 | $1,263-95.9% | $13,212-99.6% | $1,588-96.7% |