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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,871 | $80,005-68.9% | $140,019-82.2% | $55,725-55.4% |
| Participation rate | 62.3% | 87.0%-24.7pp | 87.5%-25.2pp | 70.9%-8.6pp |
| Annual return | -7.64% | 0.46%-8.1pp | 651.15%-658.8pp | 244.93%-252.6pp |
| Employer contribution / active EE | $2,155 | $3,403-36.7% | $5,605-61.5% | $2,078+3.7% |
| Participant deferral / active EE | $4,605 | $5,264-12.5% | $6,927-33.5% | $3,356+37.3% |
| Admin fee / account holder | $24 | $116-79.4% | $10,705-99.8% | $115-79.3% |