Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 33 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Securities brokerage | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,617 | $75,183-79.2% | $123,894-87.4% | $55,167-71.7% |
| Participation rate | 89.4% | 72.8%+16.6pp | 81.4%+8.0pp | 69.0%+20.4pp |
| Annual return | 0.65% | 19.01%-18.4pp | 47.52%-46.9pp | 169.23%-168.6pp |
| Employer contribution / active EE | $941 | $2,823-66.7% | $4,617-79.6% | $1,963-52.0% |
| Participant deferral / active EE | $2,032 | $5,084-60.0% | $5,984-66.0% | $3,054-33.5% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |