Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,619 | $50,199-80.8% | $69,884-86.2% | $66,938-85.6% |
| Participation rate | 63.6% | 66.3%-2.7pp | 70.5%-6.8pp | 69.8%-6.2pp |
| Annual return | -28.21% | -13.85%-14.4pp | 190.81%-219.0pp | 1.58%-29.8pp |
| Employer contribution / active EE | $2,699 | $1,864+44.8% | $2,560+5.4% | $2,545+6.1% |
| Participant deferral / active EE | $3,607 | $3,112+15.9% | $3,848-6.3% | $4,238-14.9% |
| Admin fee / account holder | $5 | $600-99.2% | $6,266-99.9% | $594-99.2% |