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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 | $107,809-97.2% | $97,032-96.9% | $155,188-98.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.58% | 38.06%-21.5pp | 35.38%-18.8pp | 148.84%-132.3pp |
| Employer contribution / active EE | $6 | $2,911-99.8% | $2,629-99.8% | $4,248-99.9% |
| Participant deferral / active EE | $3,366 | $5,129-34.4% | $4,672-28.0% | $6,531-48.5% |
| Admin fee / account holder | $82 | $10,717-99.2% | $9,418-99.1% | $14,480-99.4% |