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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 | $256 | $104,650-99.8% | $83,854-99.7% | $155,188-99.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 5.11% | 28.97%-23.9pp | 31.39%-26.3pp | 148.84%-143.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $735 | $2,367-69.0% | $2,035-63.9% | $6,531-88.7% |
| Admin fee / account holder | $37 | $3,518-99.0% | $3,197-98.9% | $14,480-99.7% |