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 | $24,032 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,992 | $46,332+14.4% | $143,797-63.1% | $64,824-18.3% |
| Participation rate | 94.3% | 64.2%+30.1pp | 80.3%+14.0pp | 71.5%+22.8pp |
| Annual return | -14.96% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $1,969 | $1,911+3.0% | $4,952-60.2% | $2,507-21.5% |
| Participant deferral / active EE | $3,957 | $2,647+49.5% | $5,638-29.8% | $4,311-8.2% |
| Admin fee / account holder | $52 | $154-66.0% | $14,679-99.6% | $188-72.2% |