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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 | $9,716 | $155,555-93.8% | $146,866-93.4% | $155,188-93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.69% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.1pp |
| Employer contribution / active EE | $647 | $4,647-86.1% | $4,425-85.4% | $4,248-84.8% |
| Participant deferral / active EE | $5,238 | $8,044-34.9% | $7,759-32.5% | $6,531-19.8% |
| Admin fee / account holder | $136 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |