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 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $12,697 |
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 | $21,243 | $52,961-59.9% | $172,755-87.7% | $65,185-67.4% |
| Participation rate | 89.1% | 66.2%+22.9pp | 82.6%+6.4pp | 70.2%+18.9pp |
| Annual return | 28.96% | 30.12%-1.2pp | 802.94%-774.0pp | 29.38%-0.4pp |
| Employer contribution / active EE | $2,257 | $2,190+3.0% | $5,144-56.1% | $2,177+3.7% |
| Participant deferral / active EE | $1,968 | $2,471-20.4% | $5,198-62.1% | $3,514-44.0% |
| Admin fee / account holder | $68 | $472-85.6% | $13,955-99.5% | $847-92.0% |