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.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,369 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $413,800 | $91,474+352.4% | $135,982+204.3% | $71,529+478.5% |
| Participation rate | 80.8% | 75.7%+5.1pp | 81.9%-1.2pp | 67.9%+12.8pp |
| Annual return | 15.07% | 29.89%-14.8pp | 68.32%-53.3pp | 28.97%-13.9pp |
| Employer contribution / active EE | $16,885 | $3,705+355.7% | $4,859+247.5% | $2,590+552.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $61 | $1,267-95.2% | $10,767-99.4% | $1,588-96.1% |