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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,101 | $84,493-46.6% | $125,381-64.0% | $66,938-32.6% |
| Participation rate | 69.6% | 76.4%-6.8pp | 82.4%-12.8pp | 69.8%-0.2pp |
| Annual return | -14.66% | -8.49%-6.2pp | 572.31%-587.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,461 | $3,554-30.7% | $4,815-48.9% | $2,545-3.3% |
| Participant deferral / active EE | $5,216 | $6,783-23.1% | $7,448-30.0% | $4,238+23.1% |
| Admin fee / account holder | $63 | $685-90.8% | $10,007-99.4% | $594-89.4% |