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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,495 | $80,753-84.5% | $136,298-90.8% | $62,293-79.9% |
| Participation rate | 30.7% | 73.5%-42.9pp | 81.9%-51.2pp | 69.5%-38.8pp |
| Annual return | 18.77% | 35.83%-17.1pp | 5156.27%-5137.5pp | 28.90%-10.1pp |
| Employer contribution / active EE | $660 | $2,884-77.1% | $4,696-85.9% | $2,042-67.7% |
| Participant deferral / active EE | $977 | $5,164-81.1% | $6,247-84.4% | $3,169-69.2% |
| Admin fee / account holder | $46 | $525-91.2% | $9,244-99.5% | $479-90.4% |