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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,745 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,634 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,002,494 | $77,908+1186.8% | $149,696+569.7% | $75,173+1233.6% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 5.16% | 31.73%-26.6pp | 134.46%-129.3pp | 160.72%-155.6pp |
| Employer contribution / active EE | $12,556 | $3,138+300.2% | $4,821+160.5% | $2,671+370.1% |
| Participant deferral / active EE | $9,733 | $3,411+185.3% | $5,682+71.3% | $4,126+135.9% |
| Admin fee / account holder | $175 | $5,950-97.1% | $13,212-98.7% | $5,651-96.9% |