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 | $1,095 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,008 | $55,470+74.9% | $155,556-37.6% | $74,478+30.3% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 17.24% | 269.80%-252.6pp | 64.84%-47.6pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $5,838 | $2,267+157.5% | $4,675+24.9% | $2,626+122.3% |
| Participant deferral / active EE | $5,813 | $2,838+104.8% | $5,631+3.2% | $4,350+33.6% |
| Admin fee / account holder | $7 | $1,744-99.6% | $15,885-100.0% | $1,946-99.6% |