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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,094 |
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 | $115,479 | $62,324+85.3% | $68,509+68.6% | $55,191+109.2% |
| Participation rate | 93.4% | 78.9%+14.5pp | 74.7%+18.7pp | 69.2%+24.2pp |
| Annual return | 1.10% | 4.26%-3.2pp | 8.27%-7.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,881 | $2,223+29.6% | $2,278+26.5% | $1,899+51.7% |
| Participant deferral / active EE | $5,997 | $3,425+75.1% | $3,382+77.3% | $3,046+96.9% |
| Admin fee / account holder | $7 | $91-92.0% | $5,275-99.9% | $91-92.0% |