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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,162 | $106,247-18.0% | $147,096-40.7% | $77,714+12.2% |
| Participation rate | 89.7% | 78.4%+11.4pp | 82.2%+7.6pp | 70.6%+19.2pp |
| Annual return | 19.89% | 56.87%-37.0pp | 419.75%-399.9pp | 31.26%-11.4pp |
| Employer contribution / active EE | $6,582 | $4,069+61.7% | $4,936+33.3% | $2,727+141.4% |
| Participant deferral / active EE | $16,532 | $7,996+106.7% | $8,071+104.8% | $4,649+255.6% |
| Admin fee / account holder | $7 | $338-97.8% | $13,005-99.9% | $433-98.3% |