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 WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $30,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,025 | $54,245+51.2% | $93,727-12.5% | $77,762+5.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 68.7%-18.7pp | 70.6%-20.6pp |
| Annual return | 17.75% | 30.58%-12.8pp | 133.83%-116.1pp | 31.27%-13.5pp |
| Employer contribution / active EE | $1,202 | $1,168+3.0% | $2,421-50.3% | $2,728-55.9% |
| Participant deferral / active EE | $2,862 | $3,144-9.0% | $4,417-35.2% | $4,651-38.5% |
| Admin fee / account holder | $205 | $575-64.4% | $8,292-97.5% | $433-52.6% |