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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,606 | $51,878-48.7% | $68,368-61.1% | $79,634-66.6% |
| Participation rate | 23.4% | 53.7%-30.3pp | 73.8%-50.3pp | 62.5%-39.1pp |
| Annual return | 10.68% | 137.43%-126.8pp | 292.57%-281.9pp | 36.46%-25.8pp |
| Employer contribution / active EE | $592 | $1,931-69.3% | $2,649-77.6% | $2,529-76.6% |
| Participant deferral / active EE | $797 | $2,577-69.1% | $4,123-80.7% | $3,835-79.2% |
| Admin fee / account holder | $57 | $942-94.0% | $5,150-98.9% | $1,002-94.3% |