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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 | $134,001-97.1% | $112,258-96.5% | $134,509-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.14% | 47.15%-67.3pp | 27.47%-47.6pp | 418.13%-438.3pp |
| Employer contribution / active EE | $26 | $4,039-99.4% | $3,636-99.3% | $4,741-99.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $83 | $7,491-98.9% | $6,411-98.7% | $11,427-99.3% |