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 |
|---|---|---|
Service code 27 · EIN 45-4433073 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,110 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,487 | $101,539-3.0% | $147,041-33.0% | $74,400+32.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.27% | 8740.84%-8724.6pp | 419.21%-402.9pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $7,361 | $3,811+93.1% | $4,935+49.2% | $2,624+180.5% |
| Participant deferral / active EE | $17,924 | $7,304+145.4% | $8,071+122.1% | $4,348+312.2% |
| Admin fee / account holder | $242 | $1,749-86.2% | $13,006-98.1% | $1,944-87.6% |