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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,008 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,884 | $91,424-64.0% | $135,942-75.8% | $71,495-54.0% |
| Participation rate | 91.1% | 75.7%+15.4pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 24.81% | 29.90%-5.1pp | 68.28%-43.5pp | 28.85%-4.0pp |
| Employer contribution / active EE | $2,348 | $3,704-36.6% | $4,858-51.7% | $2,589-9.3% |
| Participant deferral / active EE | $6,443 | $7,092-9.2% | $7,759-17.0% | $4,291+50.1% |
| Admin fee / account holder | $46 | $1,266-96.3% | $10,764-99.6% | $1,588-97.1% |