Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,193 | $65,453-70.7% | $86,698-77.9% | $66,938-71.3% |
| Participation rate | 38.7% | 75.5%-36.8pp | 76.6%-37.9pp | 69.8%-31.1pp |
| Annual return | -17.66% | -10.89%-6.8pp | 35.95%-53.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $966 | $2,154-55.2% | $2,837-65.9% | $2,545-62.0% |
| Participant deferral / active EE | $1,771 | $4,102-56.8% | $4,656-62.0% | $4,238-58.2% |
| Admin fee / account holder | $3 | $642-99.5% | $7,493-100.0% | $594-99.4% |