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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $527 |
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 | $47,078 | $62,715-24.9% | $104,299-54.9% | $66,949-29.7% |
| Participation rate | 62.6% | 59.6%+3.0pp | 73.3%-10.7pp | 69.8%-7.2pp |
| Annual return | -16.84% | -14.70%-2.1pp | 24.62%-41.5pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,671 | $1,976-15.4% | $3,373-50.5% | $2,545-34.4% |
| Participant deferral / active EE | $2,396 | $2,852-16.0% | $4,626-48.2% | $4,239-43.5% |
| Admin fee / account holder | $3 | $657-99.5% | $7,339-100.0% | $594-99.4% |