Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $6,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,309 | $64,890+0.6% | $134,172-51.3% | $67,986-3.9% |
| Participation rate | 72.0% | 48.5%+23.4pp | 72.5%-0.5pp | 57.2%+14.8pp |
| Annual return | 17.20% | 16.12%+1.1pp | 25.30%-8.1pp | 31.67%-14.5pp |
| Employer contribution / active EE | $2,260 | $1,360+66.2% | $3,420-33.9% | $2,019+11.9% |
| Participant deferral / active EE | $4,342 | $2,289+89.7% | $4,690-7.4% | $3,358+29.3% |
| Admin fee / account holder | $49 | $3,140-98.4% | $12,016-99.6% | $3,203-98.5% |