Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,577 | $46,360-75.0% | $147,617-92.2% | $52,331-77.9% |
| Participation rate | 29.8% | 64.9%-35.2pp | 84.6%-54.9pp | 68.1%-38.4pp |
| Annual return | -0.59% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $302 | $2,126-85.8% | $5,564-94.6% | $1,882-84.0% |
| Participant deferral / active EE | $586 | $2,258-74.0% | $4,895-88.0% | $3,022-80.6% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.2% |