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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $173 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,751 | $73,638+23.2% | $95,956-5.4% | $73,493+23.5% |
| Participation rate | 95.0% | 76.2%+18.9pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 16.48% | 16.78%-0.3pp | 91.63%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,487 | $1,863+87.1% | $2,541+37.2% | $2,270+53.6% |
| Participant deferral / active EE | $7,044 | $3,617+94.8% | $4,167+69.1% | $3,740+88.4% |
| Admin fee / account holder | $23 | $482-95.2% | $6,797-99.7% | $513-95.5% |