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 37 · EIN 04-2647786 | Loan Processing | $2,306 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,257 | $90,170-9.9% | $150,734-46.1% | $69,733+16.5% |
| Participation rate | 97.2% | 60.2%+37.0pp | 78.4%+18.8pp | 62.5%+34.8pp |
| Annual return | 9.79% | 16.56%-6.8pp | 600.81%-591.0pp | 15.22%-5.4pp |
| Employer contribution / active EE | $2,545 | $3,428-25.8% | $4,918-48.2% | $2,250+13.1% |
| Participant deferral / active EE | $7,003 | $3,086+126.9% | $5,610+24.8% | $3,054+129.3% |
| Admin fee / account holder | $24 | $4,600-99.5% | $14,905-99.8% | $3,102-99.2% |