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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 | $1,210 | $81,749-98.5% | $58,544-97.9% | $139,456-99.1% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.0pp | 80.3%+10.6pp |
| Annual return | 14.94% | 7425.45%-7410.5pp | 4249.56%-4234.6pp | 373.45%-358.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,654 | $2,555-35.3% | $1,923-14.0% | $6,711-75.4% |
| Admin fee / account holder | $73 | $3,272-97.8% | $2,520-97.1% | $11,407-99.4% |