Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $79,086 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $520,513 | $92,076+465.3% | $105,607+392.9% | $77,736+569.6% |
| Participation rate | 96.8% | 81.0%+15.7pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 13.44% | 17.84%-4.4pp | 116.11%-102.7pp | 31.26%-17.8pp |
| Employer contribution / active EE | $12,345 | $3,370+266.3% | $3,167+289.8% | $2,728+352.6% |
| Participant deferral / active EE | $14,219 | $5,390+163.8% | $5,011+183.7% | $4,651+205.7% |
| Admin fee / account holder | $320 | $219+46.2% | $10,958-97.1% | $433-26.2% |