Filed December 29, 2016
Total covered: 2 employees
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 | $576,944 | $104,251+453.4% | $91,004+534.0% | $147,586+290.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.59% | 27.06%-11.5pp | 4.60%+11.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $27,965 | $3,116+797.6% | $2,456+1038.8% | $4,876+473.5% |
| Participant deferral / active EE | $7,858 | $4,195+87.3% | $3,548+121.5% | $5,439+44.5% |
| Admin fee / account holder | $248 | $8,948-97.2% | $5,417-95.4% | $10,886-97.7% |