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 | $32,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,735 | $51,878-31.1% | $68,368-47.7% | $79,634-55.1% |
| Participation rate | 64.0% | 53.7%+10.3pp | 73.8%-9.7pp | 62.5%+1.6pp |
| Annual return | 13.41% | 137.43%-124.0pp | 292.57%-279.2pp | 36.46%-23.1pp |
| Employer contribution / active EE | $1,548 | $1,931-19.9% | $2,649-41.6% | $2,529-38.8% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $67 | $942-92.9% | $5,150-98.7% | $1,002-93.3% |