Filed December 19, 2016
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 | $45,878 | $180,459-74.6% | $154,108-70.2% | $135,380-66.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.74% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $6,398 | $6,035+6.0% | $5,298+20.8% | $4,779+33.9% |
| Participant deferral / active EE | $4,128 | $5,806-28.9% | $5,081-18.8% | $5,609-26.4% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |