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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,641 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,210 | $106,264+36.7% | $147,117-1.3% | $77,762+86.7% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 20.03% | 56.94%-36.9pp | 420.54%-400.5pp | 31.27%-11.2pp |
| Employer contribution / active EE | $4,212 | $4,074+3.4% | $4,932-14.6% | $2,728+54.4% |
| Participant deferral / active EE | $6,857 | $8,003-14.3% | $8,065-15.0% | $4,651+47.4% |
| Admin fee / account holder | $100 | $334-70.1% | $12,993-99.2% | $433-76.9% |