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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 | $1,332 | $70,366-98.1% | $66,674-98.0% | $138,895-99.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 13.99% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $207 | $2,765-92.5% | $2,620-92.1% | $4,194-95.1% |
| Participant deferral / active EE | $911 | $4,374-79.2% | $4,084-77.7% | $6,396-85.8% |
| Admin fee / account holder | $182 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |