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 | $13,777 |
MORNINGSTAR1 year Service code 27 22 W. WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $188 |
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 | $58,123 | $49,796+16.7% | $136,867-57.5% | $69,255-16.1% |
| Participation rate | 24.8% | 62.1%-37.2pp | 74.5%-49.7pp | 69.0%-44.2pp |
| Annual return | 13.89% | 12.45%+1.4pp | 42.97%-29.1pp | 26.73%-12.8pp |
| Employer contribution / active EE | $508 | $2,044-75.2% | $3,547-85.7% | $2,645-80.8% |
| Participant deferral / active EE | $977 | $2,062-52.6% | $4,924-80.2% | $2,890-66.2% |
| Admin fee / account holder | $91 | $484-81.1% | $10,340-99.1% | $733-87.5% |