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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,296 | $101,653-19.0% | $147,080-44.0% | $74,459+10.5% |
| Participation rate | 70.3% | 75.6%-5.3pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 15.89% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,144 | $3,813-70.0% | $4,933-76.8% | $2,626-56.5% |
| Participant deferral / active EE | $11,432 | $7,304+56.5% | $8,066+41.7% | $4,350+162.8% |
| Admin fee / account holder | $72 | $1,752-95.9% | $12,989-99.4% | $1,945-96.3% |