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 | $17,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,428 | $64,705+76.8% | $62,929+81.8% | $67,986+68.3% |
| Participation rate | 59.3% | 65.6%-6.3pp | 73.1%-13.8pp | 57.2%+2.1pp |
| Annual return | 13.48% | 20.31%-6.8pp | 1063.93%-1050.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $2,313 | $2,376-2.6% | $2,505-7.7% | $2,019+14.6% |
| Participant deferral / active EE | $4,626 | $3,198+44.6% | $3,888+19.0% | $3,358+37.7% |
| Admin fee / account holder | $93 | $1,428-93.5% | $5,065-98.2% | $3,203-97.1% |