Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,006 | $65,125-66.2% | $143,797-84.7% | $66,949-67.1% |
| Participation rate | 63.6% | 65.2%-1.6pp | 80.3%-16.8pp | 69.8%-6.3pp |
| Annual return | -14.07% | -11.13%-2.9pp | -0.04%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $1,220 | $2,362-48.3% | $4,952-75.4% | $2,545-52.1% |
| Participant deferral / active EE | $3,027 | $2,920+3.7% | $5,638-46.3% | $4,239-28.6% |
| Admin fee / account holder | $6 | $503-98.8% | $14,679-100.0% | $594-99.0% |