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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,613 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $420,350 | $37,203+1029.9% | $154,110+172.8% | $55,727+654.3% |
| Participation rate | 95.8% | 64.1%+31.7pp | 83.0%+12.8pp | 70.9%+25.0pp |
| Annual return | -5.39% | 1320.03%-1325.4pp | 735.22%-740.6pp | 244.94%-250.3pp |
| Employer contribution / active EE | $23,799 | $1,614+1374.1% | $5,298+349.3% | $2,078+1045.2% |
| Participant deferral / active EE | $14,470 | $2,069+599.5% | $5,081+184.8% | $3,356+331.2% |
| Admin fee / account holder | $37 | $102-63.6% | $13,412-99.7% | $115-67.9% |