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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 | $2,559 | $196,972-98.7% | $182,262-98.6% | $198,609-98.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.50% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,513 | $5,364-71.8% | $5,046-70.0% | $5,055-70.1% |
| Participant deferral / active EE | $1,618 | $8,643-81.3% | $8,276-80.5% | $6,977-76.8% |
| Admin fee / account holder | $95 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |