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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 | $8,731 | $115,814-92.5% | $101,275-91.4% | $158,982-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.98% | 56.16%-39.2pp | 46.48%-29.5pp | 302.99%-286.0pp |
| Employer contribution / active EE | $632 | $4,176-84.9% | $3,660-82.7% | $4,763-86.7% |
| Participant deferral / active EE | $4,515 | $4,958-8.9% | $4,371+3.3% | $5,983-24.5% |
| Admin fee / account holder | $5 | $7,249-99.9% | $5,948-99.9% | $11,252-100.0% |