Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,715 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,636 | $101,653-85.6% | $147,080-90.0% | $74,459-80.3% |
| Participation rate | 34.6% | 75.6%-40.9pp | 82.2%-47.6pp | 67.2%-32.6pp |
| Annual return | -54.69% | 8754.98%-8809.7pp | 420.17%-474.9pp | 1369.70%-1424.4pp |
| Employer contribution / active EE | $2,100 | $3,813-44.9% | $4,933-57.4% | $2,626-20.0% |
| Participant deferral / active EE | $5,440 | $7,304-25.5% | $8,066-32.6% | $4,350+25.1% |
| Admin fee / account holder | $107 | $1,752-93.9% | $12,989-99.2% | $1,945-94.5% |