Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,882 | $45,343-18.7% | $150,298-75.5% | $67,986-45.7% |
| Participation rate | 98.8% | 51.9%+46.9pp | 77.8%+21.0pp | 57.2%+41.6pp |
| Annual return | 28.23% | 33.28%-5.0pp | 62.79%-34.6pp | 31.67%-3.4pp |
| Employer contribution / active EE | $3,518 | $1,462+140.7% | $4,154-15.3% | $2,019+74.3% |
| Participant deferral / active EE | $7,059 | $2,055+243.5% | $5,453+29.5% | $3,358+110.2% |
| Admin fee / account holder | $7 | $2,250-99.7% | $14,116-100.0% | $3,203-99.8% |