Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,084 |
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 | $13,953 | $26,549-47.4% | $61,452-77.3% | $66,938-79.2% |
| Participation rate | 40.0% | 38.1%+1.9pp | 52.6%-12.6pp | 69.8%-29.8pp |
| Annual return | -20.14% | -16.21%-3.9pp | 338.96%-359.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $543 | $651-16.7% | $1,160-53.2% | $2,545-78.7% |
| Participant deferral / active EE | $1,143 | $1,338-14.6% | $2,125-46.2% | $4,238-73.0% |
| Admin fee / account holder | $31 | $409-92.4% | $2,131-98.5% | $594-94.7% |