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 37 · EIN 04-2647786 | Loan Processing | $52,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,423 | $89,465+43.5% | $165,100-22.2% | $77,762+65.1% |
| Participation rate | 97.6% | 78.6%+18.9pp | 78.6%+19.0pp | 70.6%+27.0pp |
| Annual return | 17.68% | 28.86%-11.2pp | 70.21%-52.5pp | 31.27%-13.6pp |
| Employer contribution / active EE | $3,968 | $2,565+54.7% | $4,348-8.7% | $2,728+45.4% |
| Participant deferral / active EE | $11,354 | $4,904+131.5% | $6,035+88.1% | $4,651+144.1% |
| Admin fee / account holder | $69 | $340-79.8% | $12,696-99.5% | $433-84.2% |