Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,291 |
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 | $368,539 | $104,829+251.6% | $142,942+157.8% | $79,634+362.8% |
| Participation rate | 98.7% | 66.2%+32.6pp | 76.8%+21.9pp | 62.5%+36.2pp |
| Annual return | 17.60% | 15.48%+2.1pp | 113.70%-96.1pp | 36.46%-18.9pp |
| Employer contribution / active EE | $10,623 | $3,867+174.7% | $4,139+156.6% | $2,529+320.0% |
| Participant deferral / active EE | $12,959 | $5,222+148.2% | $7,128+81.8% | $3,835+238.0% |
| Admin fee / account holder | $52 | $887-94.1% | $12,475-99.6% | $1,002-94.8% |