Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $11,085 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,654 | $74,706-85.7% | $75,731-85.9% | $79,389-86.6% |
| Participation rate | 98.2% | 75.3%+22.9pp | 74.8%+23.4pp | 70.7%+27.5pp |
| Annual return | 51.49% | 18.52%+33.0pp | 104.65%-53.2pp | 116.89%-65.4pp |
| Employer contribution / active EE | $2,159 | $2,590-16.6% | $2,743-21.3% | $2,428-11.1% |
| Participant deferral / active EE | $3,713 | $3,533+5.1% | $3,820-2.8% | $4,046-8.2% |
| Admin fee / account holder | $57 | $374-84.9% | $3,620-98.4% | $626-91.0% |