Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,689 | $128,603-45.8% | $197,124-64.6% | $67,986+2.5% |
| Participation rate | 83.2% | 81.7%+1.5pp | 86.7%-3.5pp | 57.2%+26.0pp |
| Annual return | 47.76% | 23.77%+24.0pp | 44.34%+3.4pp | 31.67%+16.1pp |
| Employer contribution / active EE | $4,032 | $4,379-7.9% | $6,227-35.3% | $2,019+99.7% |
| Participant deferral / active EE | $8,542 | $6,840+24.9% | $9,135-6.5% | $3,358+154.4% |
| Admin fee / account holder | $31 | $3,035-99.0% | $16,298-99.8% | $3,203-99.0% |