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 | $29,888 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,403 | $54,674+147.7% | $76,089+78.0% | $74,429+81.9% |
| Participation rate | 95.9% | 60.3%+35.6pp | 69.1%+26.8pp | 67.2%+28.7pp |
| Annual return | 16.24% | 31.89%-15.6pp | 360.94%-344.7pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $6,245 | $1,781+250.6% | $2,690+132.2% | $2,625+137.9% |
| Participant deferral / active EE | $8,984 | $3,071+192.5% | $4,259+110.9% | $4,348+106.6% |
| Admin fee / account holder | $121 | $2,238-94.6% | $6,418-98.1% | $1,944-93.8% |