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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 | $14,976 | $167,352-91.1% | $143,788-89.6% | $134,509-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.03% | 0.47%+2.6pp | -0.03%+3.1pp | 418.13%-415.1pp |
| Employer contribution / active EE | $548 | $5,620-90.3% | $4,952-88.9% | $4,741-88.5% |
| Participant deferral / active EE | $2,413 | $6,447-62.6% | $5,638-57.2% | $6,400-62.3% |
| Admin fee / account holder | $17 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |