Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,077 | $58,320-62.1% | $86,451-74.5% | $66,949-67.0% |
| Participation rate | 61.6% | 78.6%-17.0pp | 80.3%-18.7pp | 69.8%-8.2pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4398.51%-4398.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,356 | $6,899+6.6% | $6,953+5.8% | $4,239+73.5% |
| Admin fee / account holder | $16 | $546-97.0% | $6,734-99.8% | $594-97.2% |