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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $88,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,195 | $66,528+8.5% | $86,615-16.6% | $86,821-16.8% |
| Participation rate | 29.5% | 72.4%-42.9pp | 71.6%-42.2pp | 72.3%-42.8pp |
| Annual return | 17.82% | 19.56%-1.7pp | 63.51%-45.7pp | 97.94%-80.1pp |
| Employer contribution / active EE | $674 | $2,007-66.4% | $2,496-73.0% | $2,406-72.0% |
| Participant deferral / active EE | $1,455 | $3,240-55.1% | $3,699-60.7% | $4,132-64.8% |
| Admin fee / account holder | $459 | $148+210.1% | $5,830-92.1% | $170+170.9% |