Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,653 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,437 | $101,591-42.5% | $147,096-60.3% | $74,429-21.5% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 22.57% | 8746.45%-8723.9pp | 419.75%-397.2pp | 1368.38%-1345.8pp |
| Employer contribution / active EE | $5,579 | $3,813+46.3% | $4,936+13.0% | $2,625+112.5% |
| Participant deferral / active EE | $11,803 | $7,302+61.6% | $8,071+46.2% | $4,348+171.4% |
| Admin fee / account holder | $9 | $1,750-99.5% | $13,005-99.9% | $1,944-99.5% |