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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,650 |
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 | $61,279 | $46,732+31.1% | $156,551-60.9% | $55,167+11.1% |
| Participation rate | 96.9% | 65.8%+31.1pp | 84.0%+12.9pp | 69.0%+27.9pp |
| Annual return | 7.33% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,523 | $2,105+114.9% | $5,501-17.8% | $1,963+130.5% |
| Participant deferral / active EE | $3,535 | $2,204+60.4% | $4,871-27.4% | $3,054+15.7% |
| Admin fee / account holder | $49 | $418-88.4% | $13,028-99.6% | $504-90.3% |