Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,683 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,398 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $872,838 | $73,863+1081.7% | $143,797+507.0% | $68,490+1174.4% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -14.38% | 0.91%-15.3pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $27,285 | $3,185+756.7% | $4,952+450.9% | $2,597+950.7% |
| Participant deferral / active EE | $16,058 | $3,385+374.4% | $5,638+184.8% | $4,028+298.7% |
| Admin fee / account holder | $356 | $5,756-93.8% | $14,679-97.6% | $5,403-93.4% |