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 | $17,174 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,571 | $106,264+7.8% | $147,117-22.1% | $77,762+47.3% |
| Participation rate | 94.7% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 13.20% | 56.94%-43.7pp | 420.54%-407.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $4,209 | $4,074+3.3% | $4,932-14.7% | $2,728+54.3% |
| Participant deferral / active EE | $4,437 | $8,003-44.6% | $8,065-45.0% | $4,651-4.6% |
| Admin fee / account holder | $52 | $334-84.3% | $12,993-99.6% | $433-87.9% |