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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 | $2,515 | $118,708-97.9% | $98,920-97.5% | $158,982-98.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.15% | 372.49%-360.3pp | 196.47%-184.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,459 | $5,089-51.7% | $4,245-42.1% | $5,983-58.9% |
| Admin fee / account holder | $79 | $10,134-99.2% | $6,643-98.8% | $11,252-99.3% |