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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,536 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,227 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,319 | $122,063+200.1% | $184,256+98.8% | $74,478+391.8% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.3pp | 67.2%+28.9pp |
| Annual return | 21.77% | 19.92%+1.9pp | 28.85%-7.1pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $5,769 | $4,539+27.1% | $6,427-10.2% | $2,626+119.7% |
| Participant deferral / active EE | $17,147 | $7,144+140.0% | $9,133+87.7% | $4,350+294.2% |
| Admin fee / account holder | $185 | $1,253-85.2% | $13,899-98.7% | $1,946-90.5% |