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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $210 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,076 | $67,372+36.7% | $60,906+51.2% | $134,532-31.6% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -12.84% | 50.05%-62.9pp | 16.94%-29.8pp | 418.27%-431.1pp |
| Employer contribution / active EE | $781 | $3,099-74.8% | $2,703-71.1% | $4,741-83.5% |
| Participant deferral / active EE | $829 | $4,532-81.7% | $3,814-78.3% | $6,401-87.0% |
| Admin fee / account holder | $8,990 | $4,588+95.9% | $3,227+178.6% | $11,429-21.3% |