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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 | $8,410 | $217,392-96.1% | $185,818-95.5% | $167,497-95.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.81% | 148.37%-133.6pp | 122.06%-107.3pp | 478.62%-463.8pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,645 | $6,357-42.7% | $5,568-34.5% | $6,341-42.5% |
| Admin fee / account holder | $271 | $19,813-98.6% | $16,239-98.3% | $12,310-97.8% |