Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,870 | $99,442-93.1% | $113,397-93.9% | $71,012-90.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.5%+23.5pp | 58.6%+41.4pp |
| Annual return | 32.21% | 17.93%+14.3pp | 23.20%+9.0pp | 37.67%-5.5pp |
| Employer contribution / active EE | $593 | $3,068-80.7% | $2,977-80.1% | $2,348-74.8% |
| Participant deferral / active EE | $2,326 | $4,915-52.7% | $5,076-54.2% | $3,246-28.3% |
| Admin fee / account holder | $0 | $535-99.9% | $11,957-100.0% | $1,167-100.0% |