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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 | $3,425 | $99,053-96.5% | $88,179-96.1% | $138,895-97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 0.86% | 78.17%-77.3pp | 64.97%-64.1pp | 145.39%-144.5pp |
| Employer contribution / active EE | $2,794 | $2,882-3.1% | $2,549+9.6% | $4,194-33.4% |
| Participant deferral / active EE | $1,987 | $5,225-62.0% | $4,614-56.9% | $6,396-68.9% |
| Admin fee / account holder | $298 | $8,748-96.6% | $7,673-96.1% | $12,562-97.6% |