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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 | $3,341 | $109,344-96.9% | $89,400-96.3% | $158,950-97.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 6.75% | 345.73%-339.0pp | 245.64%-238.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,589 | $4,599-65.5% | $3,890-59.2% | $5,983-73.4% |
| Admin fee / account holder | $175 | $6,154-97.1% | $4,882-96.4% | $11,248-98.4% |