Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,345 | $37,213-61.5% | $156,551-90.8% | $63,975-77.6% |
| Participation rate | 64.5% | 65.0%-0.5pp | 84.0%-19.5pp | 71.1%-6.6pp |
| Annual return | 7.73% | 47.89%-40.2pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,188 | $1,357-12.5% | $5,501-78.4% | $2,182-45.6% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$1 | $56-101.3% | $13,028-100.0% | $70-101.0% |