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 37 · EIN 23-1945930 | Loan Processing | $480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,297 | $80,763+40.3% | $102,412+10.6% | $74,459+52.2% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 10.21% | 27.57%-17.4pp | 24.94%-14.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,818 | $3,160-42.5% | $3,870-53.0% | $2,626-30.8% |
| Participant deferral / active EE | $3,688 | $3,862-4.5% | $5,060-27.1% | $4,350-15.2% |
| Admin fee / account holder | $427 | $2,371-82.0% | $8,388-94.9% | $1,945-78.0% |