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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,880 | $111,535-95.6% | $105,223-95.4% | $137,256-96.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 19.25% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,054 | $3,939-47.9% | $3,689-44.3% | $4,156-50.6% |
| Participant deferral / active EE | $1,450 | $5,500-73.6% | $5,072-71.4% | $6,407-77.4% |
| Admin fee / account holder | $54 | $9,721-99.4% | $8,859-99.4% | $12,270-99.6% |