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 | $21,956 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,138 | $92,090+16.3% | $106,201+0.9% | $77,671+37.9% |
| Participation rate | 93.4% | 81.0%+12.4pp | 75.3%+18.1pp | 70.6%+22.9pp |
| Annual return | 15.19% | 17.89%-2.7pp | 116.26%-101.1pp | 31.21%-16.0pp |
| Employer contribution / active EE | $2,707 | $3,368-19.6% | $3,170-14.6% | $2,726-0.7% |
| Participant deferral / active EE | $6,220 | $5,386+15.5% | $5,012+24.1% | $4,648+33.8% |
| Admin fee / account holder | $50 | $219-77.3% | $11,039-99.6% | $430-88.5% |