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 | $9,244 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,426 | $65,092+132.6% | $143,799+5.3% | $66,938+126.2% |
| Participation rate | 92.7% | 65.2%+27.4pp | 80.3%+12.3pp | 69.8%+22.8pp |
| Annual return | -21.44% | -11.14%-10.3pp | -0.04%-21.4pp | 1.58%-23.0pp |
| Employer contribution / active EE | $6,633 | $2,362+180.9% | $4,952+33.9% | $2,545+160.6% |
| Participant deferral / active EE | $5,341 | $2,920+82.9% | $5,638-5.3% | $4,238+26.0% |
| Admin fee / account holder | $25 | $502-95.0% | $14,677-99.8% | $594-95.8% |