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 | $63,396 |
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 | $292,280 | $106,247+175.1% | $147,096+98.7% | $77,714+276.1% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 18.18% | 56.87%-38.7pp | 419.75%-401.6pp | 31.26%-13.1pp |
| Employer contribution / active EE | $5,999 | $4,069+47.4% | $4,936+21.5% | $2,727+120.0% |
| Participant deferral / active EE | $23,026 | $7,996+188.0% | $8,071+185.3% | $4,649+395.3% |
| Admin fee / account holder | $98 | $338-71.0% | $13,005-99.2% | $433-77.4% |