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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,716 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,276 | $46,360+38.6% | $147,617-56.5% | $52,331+22.8% |
| Participation rate | 90.6% | 64.9%+25.7pp | 84.6%+6.0pp | 68.1%+22.5pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $4,012 | $2,126+88.7% | $5,564-27.9% | $1,882+113.2% |
| Participant deferral / active EE | $3,289 | $2,258+45.7% | $4,895-32.8% | $3,022+8.8% |
| Admin fee / account holder | $48 | $766-93.7% | $11,612-99.6% | $592-91.8% |