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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 | $3,904 | $133,998-97.1% | $112,263-96.5% | $134,545-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.14% | 47.17%-67.3pp | 27.49%-47.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $26 | $4,040-99.4% | $3,636-99.3% | $4,742-99.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $83 | $7,493-98.9% | $6,410-98.7% | $11,431-99.3% |