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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,280 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,388 | $84,685-15.7% | $142,942-50.1% | $67,986+5.0% |
| Participation rate | 92.9% | 61.4%+31.5pp | 76.8%+16.0pp | 57.2%+35.6pp |
| Annual return | 18.15% | 35.89%-17.7pp | 113.70%-95.5pp | 31.67%-13.5pp |
| Employer contribution / active EE | $859 | $2,263-62.0% | $4,139-79.2% | $2,019-57.4% |
| Participant deferral / active EE | $4,935 | $3,832+28.8% | $7,128-30.8% | $3,358+47.0% |
| Admin fee / account holder | $136 | $3,229-95.8% | $12,475-98.9% | $3,203-95.8% |