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 Service code 15 · EIN 23-1945930 | Recordkeeping | $3,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,589 | $46,534+174.2% | $64,097+99.1% | $75,177+69.7% |
| Participation rate | 97.3% | 65.9%+31.4pp | 72.3%+25.0pp | 67.2%+30.1pp |
| Annual return | 15.73% | 26.07%-10.3pp | 33.75%-18.0pp | 160.75%-145.0pp |
| Employer contribution / active EE | $5,400 | $1,976+173.3% | $2,750+96.4% | $2,671+102.2% |
| Participant deferral / active EE | $8,287 | $2,835+192.4% | $3,881+113.5% | $4,126+100.8% |
| Admin fee / account holder | $29 | $2,957-99.0% | $3,070-99.1% | $5,651-99.5% |