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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 | $12,187 | $185,312-93.4% | $161,489-92.5% | $154,746-92.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.49% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $358 | $4,769-92.5% | $4,268-91.6% | $4,379-91.8% |
| Participant deferral / active EE | $3,017 | $6,350-52.5% | $5,630-46.4% | $6,730-55.2% |
| Admin fee / account holder | $48 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |