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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,237 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $590,801 | $101,591+481.6% | $147,096+301.6% | $74,429+693.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.07% | 8746.45%-8729.4pp | 419.75%-402.7pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $18,041 | $3,813+373.2% | $4,936+265.5% | $2,625+587.3% |
| Participant deferral / active EE | $14,996 | $7,302+105.4% | $8,071+85.8% | $4,348+244.9% |
| Admin fee / account holder | $108 | $1,750-93.8% | $13,005-99.2% | $1,944-94.4% |