Filed December 2, 2025
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 |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $63,500 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $334,827 | $88,186+279.7% | $165,071+102.8% | $74,459+349.7% |
| Participation rate | 90.1% | 73.1%+17.0pp | 78.6%+11.5pp | 67.2%+22.9pp |
| Annual return | 12.75% | 17.13%-4.4pp | 70.17%-57.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $11,686 | $2,600+349.4% | $4,347+168.8% | $2,626+345.1% |
| Participant deferral / active EE | $6,870 | $4,505+52.5% | $6,035+13.8% | $4,350+57.9% |
| Admin fee / account holder | $317 | $2,234-85.8% | $12,695-97.5% | $1,945-83.7% |