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 | -$1,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,754 | $60,454+316.4% | $81,844+207.6% | $74,459+238.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.26% | 16.87%+0.4pp | 778.87%-761.6pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $27,067 | $2,630+929.3% | $2,916+828.1% | $2,626+930.8% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,490-99.9% | $7,355-100.0% | $1,945-99.9% |