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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 | $202,326-97.1% | $172,745-96.6% | $152,870-96.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.36% | 1029.72%-1011.4pp | 802.90%-784.5pp | 345.34%-327.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,499 | $5,948-24.4% | $5,197-13.4% | $5,850-23.1% |
| Admin fee / account holder | $50 | $17,110-99.7% | $13,954-99.6% | $11,597-99.6% |