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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 | $526 | $108,212-99.5% | $77,513-99.3% | $158,966-99.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.68% | 31.67%-15.0pp | 54.81%-38.1pp | 302.95%-286.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $508 | $2,455-79.3% | $1,861-72.7% | $5,983-91.5% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,250-99.8% |