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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,436 | $89,465-15.7% | $165,100-54.3% | $77,762-3.0% |
| Participation rate | 98.7% | 78.6%+20.0pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 14.86% | 28.86%-14.0pp | 70.21%-55.4pp | 31.27%-16.4pp |
| Employer contribution / active EE | $2,949 | $2,565+15.0% | $4,348-32.2% | $2,728+8.1% |
| Participant deferral / active EE | $8,139 | $4,904+65.9% | $6,035+34.8% | $4,651+75.0% |
| Admin fee / account holder | $86 | $340-74.6% | $12,696-99.3% | $433-80.0% |