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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 | $1,167 | $112,933-99.0% | $90,970-98.7% | $158,982-99.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 32.87% | 215.82%-183.0pp | 134.60%-101.7pp | 302.99%-270.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,203 | $4,128-46.6% | $3,373-34.7% | $5,983-63.2% |
| Admin fee / account holder | $32 | $8,047-99.6% | $5,961-99.5% | $11,252-99.7% |