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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 | $2,690 | $185,312-98.5% | $161,489-98.3% | $154,746-98.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.69% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $773 | $4,769-83.8% | $4,268-81.9% | $4,379-82.3% |
| Participant deferral / active EE | $2,157 | $6,350-66.0% | $5,630-61.7% | $6,730-68.0% |
| Admin fee / account holder | $167 | $18,654-99.1% | $16,006-99.0% | $14,365-98.8% |