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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,533 | $106,164-0.6% | $147,041-28.2% | $77,692+35.8% |
| Participation rate | 88.0% | 78.4%+9.7pp | 82.2%+5.9pp | 70.6%+17.5pp |
| Annual return | 12.16% | 56.81%-44.7pp | 419.21%-407.1pp | 31.25%-19.1pp |
| Employer contribution / active EE | $13,955 | $4,066+243.2% | $4,935+182.8% | $2,726+411.9% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $13,006-100.0% | $431-99.9% |