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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,483 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,823 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,849 | $47,180-15.5% | $149,723-73.4% | $74,473-46.5% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.0pp | 70.7%+15.0pp |
| Annual return | 15.47% | 22.75%-7.3pp | 134.50%-119.0pp | 34.36%-18.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $18 | $343-94.8% | $13,215-99.9% | $347-94.8% |