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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $120,281 | $167,353-28.1% | $143,797-16.4% | $134,545-10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.77% | 0.48%-13.2pp | -0.04%-12.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $646 | $5,620-88.5% | $4,952-87.0% | $4,742-86.4% |
| Participant deferral / active EE | $10,640 | $6,447+65.0% | $5,638+88.7% | $6,401+66.2% |
| Admin fee / account holder | $74 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |