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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 | $2,610 | $101,063-97.4% | $81,473-96.8% | $147,586-98.2% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 10.86% | 32.41%-21.5pp | 38.78%-27.9pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $571 | $4,242-86.5% | $3,537-83.9% | $5,439-89.5% |
| Admin fee / account holder | $37 | $5,812-99.4% | $4,561-99.2% | $10,886-99.7% |