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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 | $3,632 | $86,701-95.8% | $73,309-95.0% | $125,389-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -13.13% | 2.78%-15.9pp | 5.67%-18.8pp | 282.24%-295.4pp |
| Employer contribution / active EE | $731 | $4,152-82.4% | $3,237-77.4% | $4,866-85.0% |
| Participant deferral / active EE | $6,500 | $5,549+17.1% | $4,991+30.2% | $5,352+21.5% |
| Admin fee / account holder | $121 | $7,768-98.4% | $5,635-97.8% | $9,541-98.7% |