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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 | $3,728 | $90,486-95.9% | $78,676-95.3% | $273,972-98.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.51% | 75.62%-74.1pp | 62.19%-60.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,096 | $3,175-65.5% | $2,850-61.5% | $4,869-77.5% |
| Participant deferral / active EE | $572 | $3,901-85.3% | $3,517-83.7% | $5,287-89.2% |
| Admin fee / account holder | $49 | $5,263-99.1% | $4,510-98.9% | $10,133-99.5% |