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 | $138,022 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,832 | $113,568-83.4% | $67,560-72.1% | $200,096-90.6% |
| Participation rate | 77.7% | 73.3%+4.4pp | 72.9%+4.8pp | 72.0%+5.7pp |
| Annual return | 14.95% | 15.88%-0.9pp | 3533.50%-3518.5pp | 34.26%-19.3pp |
| Employer contribution / active EE | $698 | $3,409-79.5% | $2,737-74.5% | $3,038-77.0% |
| Participant deferral / active EE | $2,460 | $4,163-40.9% | $4,004-38.6% | $5,090-51.7% |
| Admin fee / account holder | $46 | $102-54.6% | $3,994-98.8% | $269-82.7% |