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 | $6,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,096 | $55,470-43.9% | $155,556-80.0% | $74,478-58.2% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 12.52% | 269.80%-257.3pp | 64.84%-52.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,714 | $2,267-24.4% | $4,675-63.3% | $2,626-34.7% |
| Participant deferral / active EE | $3,027 | $2,838+6.7% | $5,631-46.2% | $4,350-30.4% |
| Admin fee / account holder | $34 | $1,744-98.0% | $15,885-99.8% | $1,946-98.2% |