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 60 · EIN 04-2647786 | Sub-TA Fees | $71,444 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,483 | $129,159-4.4% | $184,243-33.0% | $77,714+58.9% |
| Participation rate | 91.7% | 87.4%+4.4pp | 86.8%+4.9pp | 70.6%+21.2pp |
| Annual return | 18.33% | 33.22%-14.9pp | 28.82%-10.5pp | 31.26%-12.9pp |
| Employer contribution / active EE | $4,160 | $4,410-5.7% | $6,427-35.3% | $2,727+52.6% |
| Participant deferral / active EE | $12,262 | $7,305+67.9% | $9,132+34.3% | $4,649+163.7% |
| Admin fee / account holder | $84 | $256-67.1% | $13,914-99.4% | $433-80.6% |