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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 | $8,680 | $181,062-95.2% | $158,223-94.5% | $155,188-94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 32.13% | 57.39%-25.3pp | 52.09%-20.0pp | 148.84%-116.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,102 | $6,134+162.5% | $5,467+194.5% | $6,531+146.5% |
| Admin fee / account holder | $32 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |