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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 | $9,461 | $105,160-91.0% | $94,679-90.0% | $139,456-93.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.90% | 38.04%-17.1pp | 156.75%-135.9pp | 373.45%-352.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,484 | $7,599+24.8% | $7,417+27.9% | $6,711+41.3% |
| Admin fee / account holder | $54 | $8,988-99.4% | $7,233-99.3% | $11,407-99.5% |