Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180 |
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 | $6,744 | $58,655-88.5% | $91,994-92.7% | $65,185-89.7% |
| Participation rate | 88.5% | 75.3%+13.2pp | 78.6%+9.8pp | 70.2%+18.3pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.04%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,677 | $2,080-19.4% | $3,453-51.4% | $2,177-23.0% |
| Participant deferral / active EE | $3,245 | $5,474-40.7% | $5,924-45.2% | $3,514-7.6% |
| Admin fee / account holder | $2 | $434-99.6% | $7,744-100.0% | $847-99.8% |