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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,912 |
Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,332 | $106,247+247.6% | $147,096+151.1% | $77,714+375.2% |
| Participation rate | 98.1% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 16.42% | 56.87%-40.4pp | 419.75%-403.3pp | 31.26%-14.8pp |
| Employer contribution / active EE | $12,046 | $4,069+196.0% | $4,936+144.0% | $2,727+341.8% |
| Participant deferral / active EE | $10,251 | $7,996+28.2% | $8,071+27.0% | $4,649+120.5% |
| Admin fee / account holder | $87 | $338-74.4% | $13,005-99.3% | $433-80.0% |