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 37 · EIN 04-2647786 | Loan Processing | $27,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,875 | $90,064+25.3% | $100,415+12.4% | $77,762+45.2% |
| Participation rate | 77.1% | 81.3%-4.2pp | 81.5%-4.4pp | 70.6%+6.5pp |
| Annual return | 18.85% | 20.61%-1.8pp | 49.47%-30.6pp | 31.27%-12.4pp |
| Employer contribution / active EE | $1,358 | $3,043-55.4% | $3,943-65.6% | $2,728-50.2% |
| Participant deferral / active EE | $10,574 | $8,282+27.7% | $8,091+30.7% | $4,651+127.4% |
| Admin fee / account holder | $50 | $172-70.8% | $7,906-99.4% | $433-88.4% |