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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $12,597 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,461 | $88,324-65.5% | $115,038-73.5% | $55,191-44.8% |
| Participation rate | 93.6% | 72.5%+21.0pp | 81.4%+12.2pp | 69.2%+24.4pp |
| Annual return | 1.93% | 6.30%-4.4pp | 26.14%-24.2pp | 10.78%-8.8pp |
| Employer contribution / active EE | $3,357 | $2,805+19.7% | $4,608-27.1% | $1,899+76.8% |
| Participant deferral / active EE | $2,557 | $5,042-49.3% | $6,026-57.6% | $3,046-16.1% |
| Admin fee / account holder | $15 | $105-85.9% | $8,175-99.8% | $91-83.6% |