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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,869 |
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $15,352 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,540 | $125,797-49.5% | $170,043-62.6% | $75,173-15.5% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.40%-37.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $4,613 | $4,616-0.1% | $6,790-32.1% | $2,671+72.7% |
| Participant deferral / active EE | $3,882 | $6,838-43.2% | $10,410-62.7% | $4,126-5.9% |
| Admin fee / account holder | $226 | $8,177-97.2% | $12,824-98.2% | $5,651-96.0% |