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Annual investment return 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 | $142,605 | $60,964+133.9% | $286,273-50.2% | $317,036-55.0% |
| Participation rate | 88.9% | 23.4%+65.5pp | 30.6%+58.3pp | 13.0%+75.9pp |
| Annual return | 4.75% | 11.74%-7.0pp | 10.78%-6.0pp | 13.59%-8.8pp |
| Employer contribution / active EE | $0 | $11,467-100.0% | $41,857-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $77 | $1,188-93.5% | $83,605-99.9% | $29,657-99.7% |