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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $34,924 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,669 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,709 | $66,528+84.4% | $86,615+41.7% | $86,821+41.3% |
| Participation rate | 96.4% | 72.4%+24.0pp | 71.6%+24.8pp | 72.3%+24.1pp |
| Annual return | 14.85% | 19.56%-4.7pp | 63.51%-48.7pp | 97.94%-83.1pp |
| Employer contribution / active EE | $2,884 | $2,007+43.7% | $2,496+15.6% | $2,406+19.9% |
| Participant deferral / active EE | $5,328 | $3,240+64.5% | $3,699+44.0% | $4,132+28.9% |
| Admin fee / account holder | $45 | $148-69.5% | $5,830-99.2% | $170-73.4% |