Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,720 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,491 | $56,438+102.9% | $76,872+48.9% | $71,511+60.1% |
| Participation rate | 99.6% | 64.3%+35.3pp | 69.6%+30.0pp | 67.9%+31.6pp |
| Annual return | 27.63% | 19.05%+8.6pp | 37.90%-10.3pp | 28.86%-1.2pp |
| Employer contribution / active EE | $7,217 | $1,864+287.3% | $2,533+184.9% | $2,589+178.7% |
| Participant deferral / active EE | $14,206 | $3,136+353.0% | $3,832+270.7% | $4,291+231.1% |
| Admin fee / account holder | $63 | $1,430-95.6% | $5,476-98.9% | $1,588-96.1% |