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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $75,654 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,104 | $84,784+123.0% | $98,462+92.1% | $74,478+153.9% |
| Participation rate | 96.6% | 81.5%+15.1pp | 75.2%+21.4pp | 70.7%+25.8pp |
| Annual return | 17.49% | 20.59%-3.1pp | 21.20%-3.7pp | 34.37%-16.9pp |
| Employer contribution / active EE | $8,673 | $3,364+157.8% | $3,049+184.5% | $2,637+228.9% |
| Participant deferral / active EE | $9,695 | $5,218+85.8% | $4,738+104.6% | $4,530+114.0% |
| Admin fee / account holder | $79 | $204-61.6% | $8,875-99.1% | $347-77.4% |