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 | $24,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,834 | $82,133+65.4% | $147,318-7.8% | $64,097+111.9% |
| Participation rate | 99.5% | 62.3%+37.2pp | 82.1%+17.4pp | 55.2%+44.3pp |
| Annual return | 22.21% | 78.78%-56.6pp | 70.43%-48.2pp | 34.64%-12.4pp |
| Employer contribution / active EE | $10,284 | $2,872+258.1% | $4,593+123.9% | $1,891+443.7% |
| Participant deferral / active EE | $9,610 | $5,407+77.7% | $7,906+21.6% | $3,080+212.0% |
| Admin fee / account holder | $110 | $3,730-97.1% | $13,708-99.2% | $3,454-96.8% |