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.5+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,773 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,013 | $83,485-32.9% | $125,192-55.3% | $72,975-23.2% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 23.84% | 25.77%-1.9pp | 43.79%-20.0pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,508 | $2,346+6.9% | $3,866-35.1% | $2,440+2.8% |
| Participant deferral / active EE | $3,103 | $3,586-13.5% | $4,937-37.2% | $3,608-14.0% |
| Admin fee / account holder | $169 | $5,518-96.9% | $9,704-98.3% | $5,124-96.7% |