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Participant 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 | $1,780 | $162,136-98.9% | $152,301-98.8% | $154,746-98.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.50% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $986 | $4,890-79.8% | $4,624-78.7% | $4,379-77.5% |
| Participant deferral / active EE | $1,616 | $8,341-80.6% | $8,004-79.8% | $6,730-76.0% |
| Admin fee / account holder | $35 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |