Fidelity Investments redesigned its quarterly 401(k) plan statement to include personalized rates of return for individual plan participants. Beginning in July, about 100,000 participants among the 4.6 million Fidelity serves will be the first to receive the new statements. Basic account information will be supplemented with the rate of return for the investment options selected, performance comparisons against benchmark indexes and asset allocation pie charts.
All Fidelity participant clients will receive the new statements by the third quarter.
