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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,640 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,982 | $102,429+411.6% | $147,096+256.2% | $80,925+547.5% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.2pp |
| Annual return | 14.18% | 135.02%-120.8pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $11,960 | $3,716+221.9% | $4,936+142.3% | $2,756+333.9% |
| Participant deferral / active EE | $5,333 | $6,649-19.8% | $8,071-33.9% | $4,299+24.1% |
| Admin fee / account holder | $29,126 | $7,957+266.1% | $13,005+124.0% | $6,940+319.7% |