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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 | $5,898 | $202,342-97.1% | $172,753-96.6% | $152,909-96.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.36% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,499 | $5,948-24.4% | $5,198-13.5% | $5,851-23.1% |
| Admin fee / account holder | $50 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |