Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,993 | $47,766-79.1% | $82,763-87.9% | $64,824-84.6% |
| Participation rate | 61.2% | 67.7%-6.5pp | 72.6%-11.3pp | 71.5%-10.2pp |
| Annual return | -15.80% | -13.06%-2.7pp | 702.45%-718.2pp | 32.84%-48.6pp |
| Employer contribution / active EE | $406 | $2,182-81.4% | $3,008-86.5% | $2,507-83.8% |
| Participant deferral / active EE | $789 | $3,332-76.3% | $4,395-82.0% | $4,311-81.7% |
| Admin fee / account holder | $14 | $143-90.1% | $5,325-99.7% | $188-92.4% |