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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 | $3,246 | $111,830-97.1% | $93,696-96.5% | $145,884-97.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 18.25% | 204.08%-185.8pp | 133.74%-115.5pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,761 | $4,920-43.9% | $4,417-37.5% | $6,690-58.7% |
| Admin fee / account holder | $56 | $10,249-99.5% | $8,287-99.3% | $13,392-99.6% |