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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,715 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,694 | $61,172+311.5% | $185,851+35.4% | $79,389+217.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.74% | 19.45%-3.7pp | 122.11%-106.4pp | 116.89%-101.1pp |
| Employer contribution / active EE | $5,653 | $2,321+143.6% | $5,168+9.4% | $2,428+132.8% |
| Participant deferral / active EE | $4,380 | $2,788+57.1% | $5,569-21.3% | $4,046+8.3% |
| Admin fee / account holder | $56 | $710-92.0% | $16,245-99.7% | $626-91.0% |