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Annual investment return 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 | $13,086 | $76,551-82.9% | $123,894-89.4% | $62,881-79.2% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.7pp | 69.3%+18.8pp |
| Annual return | 4.15% | 18.68%-14.5pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $197 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |