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 INSTL OPS CO L Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $270 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,701 | $138,102-77.0% | $125,381-74.7% | $134,532-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,299 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $5,661 | $7,801-27.4% | $7,448-24.0% | $6,401-11.6% |
| Admin fee / account holder | $1,072 | $11,568-90.7% | $10,007-89.3% | $11,429-90.6% |