Filed March 20, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $625,207 | $103,000+507.0% | $90,300+592.4% | $152,885+308.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 39.91% | 95.19%-55.3pp | 78.11%-38.2pp | 345.39%-305.5pp |
| Employer contribution / active EE | $18,160 | $3,138+478.6% | $2,854+536.3% | $4,763+281.3% |
| Participant deferral / active EE | $6,250 | $4,281+46.0% | $3,884+60.9% | $5,851+6.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |