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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 | $107,666-95.5% | $102,184-95.3% | $154,746-96.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.68% | 29.33%-10.6pp | 31.58%-12.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,654 | $8,719-58.1% | $8,309-56.0% | $6,730-45.7% |
| Admin fee / account holder | $110 | $12,943-99.1% | $11,609-99.1% | $14,365-99.2% |