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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 | $5,588 | $99,079-94.4% | $78,002-92.8% | $273,972-98.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.62% | 217.93%-214.3pp | 425.99%-422.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,913 | $4,306+130.2% | $3,497+183.5% | $5,287+87.5% |
| Admin fee / account holder | $73 | $8,954-99.2% | $5,481-98.7% | $10,133-99.3% |