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 | $11,695 |
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 | $580,715 | $89,532+548.6% | $103,447+461.4% | $80,925+617.6% |
| Participation rate | 86.8% | 76.0%+10.8pp | 80.5%+6.3pp | 67.7%+19.2pp |
| Annual return | 14.77% | 22.80%-8.0pp | 23.92%-9.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $16,540 | $4,023+311.1% | $4,678+253.6% | $2,756+500.1% |
| Participant deferral / active EE | $17,301 | $5,459+216.9% | $6,624+161.2% | $4,299+302.5% |
| Admin fee / account holder | $92 | $6,774-98.6% | $9,415-99.0% | $6,940-98.7% |