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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 | $3,041 | $99,053-96.9% | $88,179-96.6% | $138,895-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.58% | 78.17%-61.6pp | 64.97%-48.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $6 | $2,882-99.8% | $2,549-99.8% | $4,194-99.9% |
| Participant deferral / active EE | $3,366 | $5,225-35.6% | $4,614-27.0% | $6,396-47.4% |
| Admin fee / account holder | $82 | $8,748-99.1% | $7,673-98.9% | $12,562-99.3% |