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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 | $6,705 | $99,647-93.3% | $86,439-92.2% | $134,509-95.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | 6784.13%-6804.1pp | 4395.55%-4415.5pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,119 | $7,246+53.4% | $6,952+59.9% | $6,400+73.7% |
| Admin fee / account holder | $64 | $8,373-99.2% | $6,732-99.0% | $11,427-99.4% |