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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,311 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,026 | $59,467+41.3% | $93,727-10.3% | $74,478+12.8% |
| Participation rate | 98.5% | 59.6%+38.9pp | 68.7%+29.8pp | 67.2%+31.3pp |
| Annual return | 12.50% | 82.14%-69.6pp | 133.83%-121.3pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $4,054 | $1,267+220.0% | $2,421+67.4% | $2,626+54.3% |
| Participant deferral / active EE | $5,876 | $3,052+92.5% | $4,417+33.0% | $4,350+35.1% |
| Admin fee / account holder | $5 | $3,028-99.8% | $8,292-99.9% | $1,946-99.7% |