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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 | $726 | $228,352-99.7% | $185,827-99.6% | $158,950-99.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 26.02% | 40.81%-14.8pp | 35.96%-9.9pp | 302.91%-276.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,943 | $6,416-69.7% | $5,633-65.5% | $5,983-67.5% |
| Admin fee / account holder | $4 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |