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 | $49,796-28.2% | $136,867-73.9% | $69,255-48.4% |
| Participation rate | 64.0% | 62.1%+2.0pp | 74.5%-10.5pp | 69.0%-5.0pp |
| Annual return | 13.41% | 12.45%+1.0pp | 42.97%-29.6pp | 26.73%-13.3pp |
| Employer contribution / active EE | $1,548 | $2,044-24.3% | $3,547-56.4% | $2,645-41.5% |
| Participant deferral / active EE | $0 | $2,062-100.0% | $4,924-100.0% | $2,890-100.0% |
| Admin fee / account holder | $67 | $484-86.2% | $10,340-99.4% | $733-90.9% |