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 | $2,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,474 | $102,385-14.6% | $147,080-40.5% | $80,935+8.1% |
| Participation rate | 78.7% | 75.9%+2.8pp | 82.2%-3.5pp | 67.7%+11.0pp |
| Annual return | 16.06% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $4,231 | $3,717+13.8% | $4,933-14.2% | $2,757+53.5% |
| Participant deferral / active EE | $9,603 | $6,651+44.4% | $8,066+19.1% | $4,299+123.4% |
| Admin fee / account holder | $26 | $7,951-99.7% | $12,989-99.8% | $6,924-99.6% |