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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $79,035 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,122 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
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 | $783,359 | $55,470+1312.2% | $155,556+403.6% | $74,478+951.8% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 12.72% | 269.80%-257.1pp | 64.84%-52.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $26,696 | $2,267+1077.7% | $4,675+471.0% | $2,626+916.5% |
| Participant deferral / active EE | $19,070 | $2,838+572.0% | $5,631+238.7% | $4,350+338.4% |
| Admin fee / account holder | $315 | $1,744-81.9% | $15,885-98.0% | $1,946-83.8% |