Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,413 | $46,173+20.0% | $170,439-67.5% | $69,631-20.4% |
| Participation rate | 69.4% | 63.9%+5.5pp | 83.6%-14.2pp | 70.7%-1.3pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $865 | $1,610-46.2% | $5,433-84.1% | $2,032-57.4% |
| Participant deferral / active EE | $1,980 | $2,080-4.8% | $4,939-59.9% | $3,224-38.6% |
| Admin fee / account holder | $11 | $116-90.7% | $13,881-99.9% | $110-90.2% |