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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,431 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,910 | $82,163+47.2% | $125,363-3.6% | $64,814+86.5% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -18.47% | 3.49%-22.0pp | 572.15%-590.6pp | 32.84%-51.3pp |
| Employer contribution / active EE | $2,704 | $3,616-25.2% | $4,815-43.8% | $2,507+7.9% |
| Participant deferral / active EE | $8,810 | $7,175+22.8% | $7,447+18.3% | $4,310+104.4% |
| Admin fee / account holder | $136 | $163-17.0% | $10,005-98.6% | $188-27.8% |