See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $638 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,399 | $71,883+149.6% | $86,677+107.0% | $68,494+161.9% |
| Participation rate | 67.2% | 72.2%-5.0pp | 76.6%-9.3pp | 67.9%-0.6pp |
| Annual return | -13.83% | 3.52%-17.4pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,378 | $2,173-36.6% | $2,836-51.4% | $2,596-46.9% |
| Participant deferral / active EE | $1,653 | $3,779-56.3% | $4,656-64.5% | $4,027-59.0% |
| Admin fee / account holder | $11 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |