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 60 · EIN 04-2647786 | Sub-TA Fees | $3,376 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,820 | $60,305+7.5% | $81,780-20.7% | $74,400-12.9% |
| Participation rate | 79.5% | 62.9%+16.7pp | 72.4%+7.2pp | 67.2%+12.3pp |
| Annual return | 16.18% | 16.89%-0.7pp | 776.27%-760.1pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $5,349 | $2,623+103.9% | $2,914+83.6% | $2,624+103.8% |
| Participant deferral / active EE | $8,057 | $3,390+137.7% | $4,321+86.5% | $4,348+85.3% |
| Admin fee / account holder | $7 | $1,484-99.5% | $7,384-99.9% | $1,944-99.6% |