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 | $85,586 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,600 | $89,093-41.0% | $102,434-48.6% | $77,736-32.3% |
| Participation rate | 83.2% | 80.9%+2.2pp | 76.5%+6.7pp | 70.6%+12.6pp |
| Annual return | 14.88% | 25.03%-10.2pp | 29.46%-14.6pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,174 | $2,699-56.5% | $3,023-61.2% | $2,728-57.0% |
| Participant deferral / active EE | $6,548 | $5,147+27.2% | $5,055+29.5% | $4,651+40.8% |
| Admin fee / account holder | $154 | $236-34.7% | $9,462-98.4% | $433-64.4% |