Filed February 5, 2020
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 | $151,486 | $110,240+37.4% | $96,544+56.9% | $139,487+8.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 26.64% | 26.41%+0.2pp | 25.88%+0.8pp | 373.84%-347.2pp |
| Employer contribution / active EE | $1,919 | $3,622-47.0% | $2,966-35.3% | $4,755-59.6% |
| Participant deferral / active EE | $3,193 | $5,549-42.5% | $4,851-34.2% | $6,713-52.4% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |