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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,261 | $102,429+4.7% | $147,096-27.1% | $80,925+32.5% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 15.96% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $933 | $3,716-74.9% | $4,936-81.1% | $2,756-66.1% |
| Participant deferral / active EE | $5,371 | $6,649-19.2% | $8,071-33.4% | $4,299+25.0% |
| Admin fee / account holder | $130 | $7,957-98.4% | $13,005-99.0% | $6,940-98.1% |