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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $775 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,369 | $55,437-1.9% | $155,534-65.0% | $74,459-27.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.84% | 269.58%-254.7pp | 64.92%-50.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $3,275 | $2,266+44.5% | $4,675-29.9% | $2,626+24.7% |
| Participant deferral / active EE | $5,687 | $2,837+100.4% | $5,630+1.0% | $4,350+30.7% |
| Admin fee / account holder | $2 | $1,742-99.9% | $15,900-100.0% | $1,945-99.9% |