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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,316 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,596 | $88,203+87.7% | $165,100+0.3% | $74,478+122.3% |
| Participation rate | 75.2% | 73.1%+2.1pp | 78.6%-3.4pp | 67.2%+8.0pp |
| Annual return | 13.42% | 17.13%-3.7pp | 70.21%-56.8pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $3,133 | $2,601+20.5% | $4,348-27.9% | $2,626+19.3% |
| Participant deferral / active EE | $7,178 | $4,505+59.3% | $6,035+18.9% | $4,350+65.0% |
| Admin fee / account holder | $43 | $2,235-98.1% | $12,696-99.7% | $1,946-97.8% |