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FIDELITY INVESTMENTS INSTITUTIONAL

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Market position · 2024

Plans served12,190+322 YoYRank #1 of mapped providers
Assets under administration$3.60T4.0%Market share · rank #1
Fees received$2.0BMedian $22,277/planSum across Schedule C direct + indirect
Net wins YoY+3461,173 won · 827 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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