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 | $101,539+535.1% | $147,041+338.6% | $74,400+766.8% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.46% | 8740.84%-8725.4pp | 419.21%-403.7pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $13,045 | $3,811+242.3% | $4,935+164.3% | $2,624+397.1% |
| Participant deferral / active EE | $12,096 | $7,304+65.6% | $8,071+49.9% | $4,348+178.2% |
| Admin fee / account holder | $178 | $1,749-89.8% | $13,006-98.6% | $1,944-90.9% |