Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,885 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,909 | $78,483-72.1% | $106,201-79.4% | $74,546-70.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 37.07% | 15.94%+21.1pp | 116.26%-79.2pp | 1366.03%-1329.0pp |
| Employer contribution / active EE | $2,149 | $2,522-14.8% | $3,170-32.2% | $2,624-18.1% |
| Participant deferral / active EE | $3,435 | $4,320-20.5% | $5,012-31.5% | $4,347-21.0% |
| Admin fee / account holder | $25 | $2,236-98.9% | $11,039-99.8% | $1,944-98.7% |