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 | $17,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,977 | $58,644-19.9% | $178,505-73.7% | $200,096-76.5% |
| Participation rate | 18.5% | 65.5%-47.0pp | 77.1%-58.6pp | 72.0%-53.5pp |
| Annual return | 16.07% | 19.25%-3.2pp | 27.16%-11.1pp | 34.26%-18.2pp |
| Employer contribution / active EE | $438 | $1,801-75.7% | $3,955-88.9% | $3,038-85.6% |
| Participant deferral / active EE | $855 | $4,248-79.9% | $6,280-86.4% | $5,090-83.2% |
| Admin fee / account holder | $54 | $145-62.7% | $10,428-99.5% | $269-79.9% |