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 60 · EIN 04-2647786 | Sub-TA Fees | $19,559 |
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 | $644,880 | $101,499+535.4% | $147,005+338.7% | $74,546+765.1% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.46% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $13,045 | $3,811+242.3% | $4,934+164.4% | $2,624+397.1% |
| Participant deferral / active EE | $12,096 | $7,304+65.6% | $8,070+49.9% | $4,347+178.2% |
| Admin fee / account holder | $178 | $1,748-89.8% | $13,006-98.6% | $1,944-90.9% |