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 Service code 15 · EIN 23-1945930 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,136 | $34,634-10.1% | $77,081-59.6% | $64,814-52.0% |
| Participation rate | 8.9% | 49.8%-40.9pp | 67.9%-59.0pp | 71.5%-62.5pp |
| Annual return | -3.00% | -5.31%+2.3pp | 42.33%-45.3pp | 32.84%-35.8pp |
| Employer contribution / active EE | $64 | $1,385-95.4% | $2,813-97.7% | $2,507-97.4% |
| Participant deferral / active EE | $1,143 | $2,553-55.3% | $4,428-74.2% | $4,310-73.5% |
| Admin fee / account holder | $7 | $178-96.3% | $5,427-99.9% | $188-96.5% |