Filed January 4, 2018
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,374 | $176,688-63.0% | $130,660-50.0% | $152,909-57.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 71.7%+17.7pp | 82.5%+7.0pp |
| Annual return | 25.55% | 2693.08%-2667.5pp | 1709.29%-1683.7pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,980 | $5,743-65.5% | $4,092-51.6% | $4,764-58.4% |
| Participant deferral / active EE | $6,713 | $4,362+53.9% | $3,603+86.3% | $5,851+14.7% |
| Admin fee / account holder | $12 | $7,131-99.8% | $5,463-99.8% | $11,601-99.9% |