Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,804 | $93,589-23.3% | $135,942-47.2% | $75,181-4.5% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 21.34% | 30.90%-9.6pp | 68.28%-46.9pp | 160.69%-139.3pp |
| Employer contribution / active EE | $4,568 | $3,537+29.1% | $4,858-6.0% | $2,671+71.1% |
| Participant deferral / active EE | $13,285 | $6,405+107.4% | $7,759+71.2% | $4,126+222.0% |
| Admin fee / account holder | $8 | $6,977-99.9% | $10,764-99.9% | $5,650-99.9% |