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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,068 | $76,112+135.3% | $96,534+85.5% | $71,511+150.4% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.4pp |
| Annual return | 14.30% | 22.81%-8.5pp | 25.88%-11.6pp | 28.86%-14.6pp |
| Employer contribution / active EE | $5,121 | $2,248+127.8% | $2,965+72.7% | $2,589+97.8% |
| Participant deferral / active EE | $6,673 | $4,217+58.3% | $4,851+37.6% | $4,291+55.5% |
| Admin fee / account holder | $6 | $2,708-99.8% | $8,253-99.9% | $1,588-99.6% |