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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,402 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,148 | $102,429-22.7% | $147,096-46.2% | $80,925-2.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.43% | 135.02%-118.6pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $3,143 | $3,716-15.4% | $4,936-36.3% | $2,756+14.0% |
| Participant deferral / active EE | $11,348 | $6,649+70.7% | $8,071+40.6% | $4,299+164.0% |
| Admin fee / account holder | $9 | $7,957-99.9% | $13,005-99.9% | $6,940-99.9% |