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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,527 | $55,446+238.2% | $155,574+20.5% | $74,429+152.0% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 14.29% | 269.20%-254.9pp | 64.87%-50.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $6,079 | $2,266+168.3% | $4,676+30.0% | $2,625+131.6% |
| Participant deferral / active EE | $4,283 | $2,836+51.0% | $5,629-23.9% | $4,348-1.5% |
| Admin fee / account holder | $50 | $1,743-97.1% | $15,914-99.7% | $1,944-97.4% |