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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,358 |
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 | $288,914 | $106,264+171.9% | $147,117+96.4% | $77,762+271.5% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 17.45% | 56.94%-39.5pp | 420.54%-403.1pp | 31.27%-13.8pp |
| Employer contribution / active EE | $6,502 | $4,074+59.6% | $4,932+31.8% | $2,728+138.4% |
| Participant deferral / active EE | $11,952 | $8,003+49.3% | $8,065+48.2% | $4,651+157.0% |
| Admin fee / account holder | $41 | $334-87.7% | $12,993-99.7% | $433-90.5% |