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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,069 | $122,042+6.6% | $184,243-29.4% | $74,429+74.8% |
| Participation rate | 71.3% | 85.5%-14.2pp | 86.8%-15.5pp | 67.2%+4.1pp |
| Annual return | 19.02% | 19.91%-0.9pp | 28.82%-9.8pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $11,132 | $4,538+145.3% | $6,427+73.2% | $2,625+324.1% |
| Participant deferral / active EE | $9,402 | $7,143+31.6% | $9,132+3.0% | $4,348+116.2% |
| Admin fee / account holder | $6 | $1,252-99.5% | $13,914-100.0% | $1,944-99.7% |