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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,097 | $82,093-34.1% | $379,746-85.8% | $73,412-26.3% |
| Participation rate | 44.6% | 76.8%-32.2pp | 78.4%-33.8pp | 72.2%-27.6pp |
| Annual return | 18.32% | 18.89%-0.6pp | 34.90%-16.6pp | 59.30%-41.0pp |
| Employer contribution / active EE | $658 | $2,847-76.9% | $3,540-81.4% | $2,234-70.5% |
| Participant deferral / active EE | $2,749 | $4,697-41.5% | $6,024-54.4% | $3,806-27.8% |
| Admin fee / account holder | $15 | $128-87.9% | $7,927-99.8% | $158-90.2% |