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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 | $15,708 | $147,556-89.4% | $129,031-87.8% | $198,609-92.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.98% | 37.41%-21.4pp | 34.67%-18.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $198 | $3,645-94.6% | $3,226-93.9% | $5,055-96.1% |
| Participant deferral / active EE | $16,144 | $5,760+180.3% | $5,217+209.4% | $6,977+131.4% |
| Admin fee / account holder | $176 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |