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 | $61,529 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $46,062 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,821 | $82,979-56.8% | $102,383-65.0% | $77,714-53.9% |
| Participation rate | 79.2% | 71.5%+7.7pp | 74.5%+4.7pp | 70.6%+8.6pp |
| Annual return | 12.84% | 19.11%-6.3pp | 24.94%-12.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $2,070 | $3,554-41.7% | $3,870-46.5% | $2,727-24.1% |
| Participant deferral / active EE | $3,166 | $4,109-22.9% | $5,060-37.4% | $4,649-31.9% |
| Admin fee / account holder | $110 | $639-82.8% | $8,391-98.7% | $433-74.7% |