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: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,582 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,632 | $102,385+126.2% | $147,080+57.5% | $80,935+186.2% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 15.22% | 135.09%-119.9pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,306 | $3,717-64.9% | $4,933-73.5% | $2,757-52.6% |
| Participant deferral / active EE | $15,163 | $6,651+128.0% | $8,066+88.0% | $4,299+252.7% |
| Admin fee / account holder | $299 | $7,951-96.2% | $12,989-97.7% | $6,924-95.7% |