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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 | $162,136-94.0% | $152,301-93.6% | $154,746-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.69% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $647 | $4,890-86.8% | $4,624-86.0% | $4,379-85.2% |
| Participant deferral / active EE | $5,238 | $8,341-37.2% | $8,004-34.6% | $6,730-22.2% |
| Admin fee / account holder | $136 | $15,759-99.1% | $14,398-99.1% | $14,365-99.1% |