Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,123 | $100,921-21.6% | $82,312-3.9% | $177,276-55.4% |
| Participation rate | 78.0% | 86.9%-8.9pp | 76.9%+1.1pp | 74.8%+3.2pp |
| Annual return | 43.53% | 20.33%+23.2pp | 25.88%+17.7pp | 21.25%+22.3pp |
| Employer contribution / active EE | $1,509 | $3,145-52.0% | $2,428-37.9% | $2,479-39.1% |
| Participant deferral / active EE | $0 | $5,192-100.0% | $3,706-100.0% | $3,881-100.0% |
| Admin fee / account holder | $1 | $64-98.8% | $5,608-100.0% | $154-99.5% |