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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,257 | $83,843-3.1% | $123,973-34.5% | $65,306+24.4% |
| Participation rate | 97.2% | 56.0%+41.2pp | 76.7%+20.6pp | 57.7%+39.5pp |
| Annual return | 9.79% | 19.87%-10.1pp | 388.13%-378.3pp | 21.94%-12.2pp |
| Employer contribution / active EE | $2,545 | $2,873-11.4% | $4,126-38.3% | $1,967+29.4% |
| Participant deferral / active EE | $7,003 | $2,997+133.7% | $5,247+33.5% | $2,959+136.6% |
| Admin fee / account holder | $24 | $4,735-99.5% | $11,799-99.8% | $3,480-99.3% |