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 | $31,336 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,194 | $62,166+115.9% | $81,286+65.1% | $74,429+80.3% |
| Participation rate | 89.4% | 64.1%+25.4pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 15.99% | 16.50%-0.5pp | 24.80%-8.8pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $5,077 | $1,881+169.9% | $2,463+106.1% | $2,625+93.4% |
| Participant deferral / active EE | $10,195 | $3,223+216.3% | $3,883+162.6% | $4,348+134.5% |
| Admin fee / account holder | $99 | $1,925-94.9% | $5,764-98.3% | $1,944-94.9% |