Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,179 | $90,064-32.1% | $100,392-39.1% | $77,736-21.3% |
| Participation rate | 86.8% | 81.3%+5.5pp | 81.5%+5.3pp | 70.6%+16.2pp |
| Annual return | 21.71% | 20.61%+1.1pp | 49.45%-27.7pp | 31.26%-9.6pp |
| Employer contribution / active EE | $4,711 | $3,043+54.8% | $3,941+19.5% | $2,728+72.7% |
| Participant deferral / active EE | $9,979 | $8,282+20.5% | $8,090+23.4% | $4,651+114.6% |
| Admin fee / account holder | $11 | $172-93.8% | $7,904-99.9% | $433-97.5% |