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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
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 | $153,225 | $59,535+157.4% | $90,161+69.9% | $62,293+146.0% |
| Participation rate | 76.4% | 73.0%+3.4pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 19.26% | 23.53%-4.3pp | 34.89%-15.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,887 | $1,826+112.9% | $3,318+17.2% | $2,042+90.3% |
| Participant deferral / active EE | $5,428 | $4,639+17.0% | $5,287+2.7% | $3,169+71.3% |
| Admin fee / account holder | $9 | $337-97.3% | $5,943-99.8% | $479-98.1% |