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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,685 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,793 | $61,391+233.6% | $149,723+36.8% | $71,529+186.3% |
| Participation rate | 97.3% | 62.5%+34.8pp | 78.8%+18.5pp | 67.9%+29.4pp |
| Annual return | 17.70% | 35.88%-18.2pp | 134.50%-116.8pp | 28.97%-11.3pp |
| Employer contribution / active EE | $5,493 | $2,384+130.5% | $4,821+13.9% | $2,590+112.1% |
| Participant deferral / active EE | $4,833 | $2,921+65.5% | $5,682-14.9% | $4,291+12.6% |
| Admin fee / account holder | $54 | $1,264-95.7% | $13,215-99.6% | $1,588-96.6% |