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 | $1,588 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,348 | $101,672-7.2% | $147,117-35.9% | $74,478+26.7% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.1pp |
| Annual return | 18.09% | 8757.83%-8739.7pp | 420.54%-402.5pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $4,545 | $3,813+19.2% | $4,932-7.9% | $2,626+73.1% |
| Participant deferral / active EE | $8,179 | $7,305+12.0% | $8,065+1.4% | $4,350+88.0% |
| Admin fee / account holder | $5 | $1,753-99.7% | $12,993-100.0% | $1,946-99.7% |