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Employer 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 | $4,835 | $97,289-95.0% | $92,805-94.8% | $155,188-96.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.68% | 29.03%-10.4pp | 31.59%-12.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,654 | $8,795-58.5% | $8,448-56.8% | $6,531-44.1% |
| Admin fee / account holder | $110 | $12,015-99.1% | $10,911-99.0% | $14,480-99.2% |