Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,927,047 | $80,753+2286.3% | $136,298+1313.8% | $62,293+2993.5% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 19.55% | 35.83%-16.3pp | 5156.27%-5136.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $6,167 | $2,884+113.9% | $4,696+31.3% | $2,042+202.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,055 | $525+100.7% | $9,244-88.6% | $479+120.0% |