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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,392 | $58,923-14.5% | $97,167-48.1% | $74,546-32.4% |
| Participation rate | 78.9% | 63.6%+15.3pp | 72.7%+6.2pp | 67.2%+11.7pp |
| Annual return | 22.12% | 16.04%+6.1pp | 75.27%-53.1pp | 1366.03%-1343.9pp |
| Employer contribution / active EE | $2,384 | $1,894+25.9% | $2,729-12.6% | $2,624-9.1% |
| Participant deferral / active EE | $4,903 | $3,664+33.8% | $4,264+15.0% | $4,347+12.8% |
| Admin fee / account holder | $9 | $1,974-99.5% | $5,650-99.8% | $1,944-99.5% |