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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,404 | $160,040-82.9% | $147,096-81.4% | $145,877-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.49%-82.4pp | 419.75%-403.6pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,125 | $8,429-15.5% | $8,071-11.7% | $6,691+6.5% |
| Admin fee / account holder | $70 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |