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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $285,518 | $106,264+168.7% | $147,117+94.1% | $77,762+267.2% |
| Participation rate | 90.7% | 78.4%+12.3pp | 82.2%+8.5pp | 70.6%+20.1pp |
| Annual return | 11.49% | 56.94%-45.4pp | 420.54%-409.1pp | 31.27%-19.8pp |
| Employer contribution / active EE | $11,750 | $4,074+188.4% | $4,932+138.2% | $2,728+330.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $334-99.6% | $12,993-100.0% | $433-99.7% |