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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 | $3,782 | $217,427-98.3% | $185,837-98.0% | $167,518-97.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.07% | 148.39%-130.3pp | 122.08%-104.0pp | 478.71%-460.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,227 | $6,357+76.6% | $5,568+101.6% | $6,342+77.0% |
| Admin fee / account holder | $66 | $19,816-99.7% | $16,241-99.6% | $12,312-99.5% |