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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,210 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $586,973 | $99,957+487.2% | $149,745+292.0% | $73,497+698.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 19.63% | 53.87%-34.2pp | 276.72%-257.1pp | 28.51%-8.9pp |
| Employer contribution / active EE | $15,540 | $3,191+387.0% | $4,646+234.5% | $2,270+584.6% |
| Participant deferral / active EE | $13,544 | $6,073+123.0% | $6,843+97.9% | $3,740+262.1% |
| Admin fee / account holder | $4 | $551-99.2% | $9,312-100.0% | $513-99.2% |