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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,705 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,051 | $82,879-26.3% | $96,576-36.8% | $67,986-10.2% |
| Participation rate | 93.7% | 75.2%+18.6pp | 81.4%+12.3pp | 57.2%+36.5pp |
| Annual return | 21.46% | 36.90%-15.4pp | 38.47%-17.0pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $12,062 | $6,976+72.9% | $7,956+51.6% | $3,358+259.2% |
| Admin fee / account holder | $39 | $2,783-98.6% | $11,381-99.7% | $3,203-98.8% |