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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,105 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,095 | $95,084-81.0% | $140,514-87.1% | $69,733-74.1% |
| Participation rate | 91.5% | 68.7%+22.8pp | 77.8%+13.7pp | 62.5%+29.0pp |
| Annual return | 10.03% | 18.56%-8.5pp | 14.36%-4.3pp | 15.22%-5.2pp |
| Employer contribution / active EE | $2,264 | $2,405-5.9% | $3,378-33.0% | $2,250+0.6% |
| Participant deferral / active EE | $2,716 | $3,868-29.8% | $4,919-44.8% | $3,054-11.1% |
| Admin fee / account holder | $16 | $4,885-99.7% | $13,697-99.9% | $3,102-99.5% |