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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $7,223 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,100 | $55,437-22.3% | $155,534-72.3% | $74,459-42.1% |
| Participation rate | 91.9% | 61.9%+30.0pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 16.02% | 269.58%-253.6pp | 64.92%-48.9pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $2,955 | $2,266+30.4% | $4,675-36.8% | $2,626+12.5% |
| Participant deferral / active EE | $5,169 | $2,837+82.2% | $5,630-8.2% | $4,350+18.8% |
| Admin fee / account holder | $42 | $1,742-97.6% | $15,900-99.7% | $1,945-97.9% |