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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $660 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,040 | $63,314-44.7% | $91,004-61.5% | $62,293-43.7% |
| Participation rate | 41.3% | 73.3%-32.0pp | 75.6%-34.3pp | 69.5%-28.2pp |
| Annual return | 11.51% | 21.00%-9.5pp | 4.60%+6.9pp | 28.90%-17.4pp |
| Employer contribution / active EE | $658 | $1,807-63.6% | $2,456-73.2% | $2,042-67.8% |
| Participant deferral / active EE | $886 | $2,944-69.9% | $3,548-75.0% | $3,169-72.1% |
| Admin fee / account holder | $12 | $468-97.5% | $5,417-99.8% | $479-97.6% |