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 | $975 |
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.
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 | $19,572 | $91,559-78.6% | $133,978-85.4% | $79,856-75.5% |
| Participation rate | 44.6% | 73.3%-28.8pp | 79.8%-35.2pp | 69.6%-25.0pp |
| Annual return | 21.26% | 61.85%-40.6pp | 45.10%-23.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,252 | $2,384-47.5% | $3,919-68.1% | $2,471-49.3% |
| Participant deferral / active EE | $2,149 | $3,734-42.5% | $5,047-57.4% | $3,741-42.6% |
| Admin fee / account holder | $20 | $6,321-99.7% | $8,930-99.8% | $5,306-99.6% |