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 | $102,865 | $156,970-34.5% | $121,210-15.1% | $139,487-26.3% |
| Participation rate | 94.7% | 76.5%+18.3pp | 69.5%+25.2pp | 80.3%+14.4pp |
| Annual return | 26.24% | 1477.10%-1450.9pp | 987.41%-961.2pp | 373.84%-347.6pp |
| Employer contribution / active EE | $2,551 | $5,546-54.0% | $4,171-38.8% | $4,755-46.3% |
| Participant deferral / active EE | $7,617 | $4,849+57.1% | $4,084+86.5% | $6,713+13.5% |
| Admin fee / account holder | $260 | $6,947-96.3% | $5,647-95.4% | $11,407-97.7% |