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Participant 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 | $598 | $88,815-99.3% | $81,882-99.3% | $145,897-99.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.85% | 1033.75%-1022.9pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $614 | $3,086-80.1% | $2,916-78.9% | $4,663-86.8% |
| Participant deferral / active EE | $614 | $4,647-86.8% | $4,323-85.8% | $6,689-90.8% |
| Admin fee / account holder | $25 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |