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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 | $366 | $152,597-99.8% | $117,533-99.7% | $134,532-99.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -14.20% | 53.04%-67.2pp | 29.77%-44.0pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $545 | $4,821-88.7% | $4,072-86.6% | $6,401-91.5% |
| Admin fee / account holder | $48 | $7,007-99.3% | $5,647-99.2% | $11,429-99.6% |