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 13 · EIN 04-2882358 245 SUMMER ST. · BOSTON, MA 02210 | Contract Administrator | $9,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,181 | $102,429+3.7% | $147,096-27.8% | $80,925+31.2% |
| Participation rate | 99.0% | 75.9%+23.1pp | 82.2%+16.8pp | 67.7%+31.3pp |
| Annual return | 24.64% | 135.02%-110.4pp | 419.75%-395.1pp | 35.65%-11.0pp |
| Employer contribution / active EE | $8,665 | $3,716+133.2% | $4,936+75.5% | $2,756+214.4% |
| Participant deferral / active EE | $7,702 | $6,649+15.8% | $8,071-4.6% | $4,299+79.2% |
| Admin fee / account holder | $74 | $7,957-99.1% | $13,005-99.4% | $6,940-98.9% |