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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $351 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,451 | $82,674-59.5% | $125,363-73.3% | $68,495-51.2% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -4.21% | -5.97%+1.8pp | 572.15%-576.4pp | -7.84%+3.6pp |
| Employer contribution / active EE | $1,567 | $3,382-53.7% | $4,815-67.5% | $2,596-39.7% |
| Participant deferral / active EE | $12,761 | $6,111+108.8% | $7,447+71.3% | $4,028+216.8% |
| Admin fee / account holder | $2 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |