Filed April 7, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $64,240 | $90,607-29.1% | $79,467-19.2% | $135,380-52.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.04% | 977.74%-984.8pp | 718.30%-725.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,619 | $3,068+50.6% | $2,800+65.0% | $4,779-3.3% |
| Participant deferral / active EE | $8,349 | $4,050+106.1% | $3,704+125.4% | $5,609+48.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |